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 10-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 | $44,267 | $52,353-15.4% | $120,225-63.2% | $82,448-46.3% |
| Participation rate | 47.1% | 58.3%-11.3pp | 69.6%-22.5pp | 68.1%-21.0pp |
| Annual return | 11.75% | 61.85%-50.1pp | 439.23%-427.5pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,130 | $1,510-25.2% | $3,475-67.5% | $2,551-55.7% |
| Participant deferral / active EE | $1,598 | $2,627-39.2% | $3,999-60.0% | $4,139-61.4% |
| Admin fee / account holder | $3,062 | $4,363-29.8% | $5,696-46.2% | $7,234-57.7% |