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 | $232,911 | $100,970+130.7% | $96,576+141.2% | $137,256+69.7% |
| Participation rate | 57.1% | 82.6%-25.5pp | 81.4%-24.3pp | 80.0%-22.8pp |
| Annual return | 11.79% | 38.16%-26.4pp | 38.47%-26.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $548 | $3,809-85.6% | $3,553-84.6% | $4,156-86.8% |
| Participant deferral / active EE | $4,507 | $8,286-45.6% | $7,956-43.4% | $6,407-29.7% |
| Admin fee / account holder | $56,930 | $11,312+403.3% | $11,381+400.2% | $12,270+364.0% |