Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,830 | $72,071-36.4% | $68,368-33.0% | $137,256-66.6% |
| Participation rate | 16.7% | 76.2%-59.6pp | 73.8%-57.1pp | 80.0%-63.3pp |
| Annual return | 11.40% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $961 | $2,788-65.5% | $2,649-63.7% | $4,156-76.9% |
| Participant deferral / active EE | $1,830 | $4,410-58.5% | $4,123-55.6% | $6,407-71.4% |
| Admin fee / account holder | $9,753 | $5,336+82.8% | $5,150+89.4% | $12,270-20.5% |