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 | $23,970 | $99,921-76.0% | $85,009-71.8% | $145,959-83.6% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.1pp |
| Annual return | 3.45% | 83.89%-80.4pp | 66.47%-63.0pp | 561.95%-558.5pp |
| Employer contribution / active EE | $1,132 | $3,233-65.0% | $2,728-58.5% | $4,661-75.7% |
| Participant deferral / active EE | $2,005 | $5,293-62.1% | $4,522-55.7% | $6,689-70.0% |
| Admin fee / account holder | $16,480 | $7,252+127.2% | $6,153+167.8% | $13,398+23.0% |