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 | $99,464 | $98,652+0.8% | $142,942-30.4% | $82,448+20.6% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.8%-9.2pp | 68.1%-0.4pp |
| Annual return | 8.97% | 22.65%-13.7pp | 113.70%-104.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,138 | $3,211-64.6% | $4,139-72.5% | $2,551-55.4% |
| Participant deferral / active EE | $3,052 | $5,580-45.3% | $7,128-57.2% | $4,139-26.3% |
| Admin fee / account holder | $24,439 | $8,078+202.6% | $12,475+95.9% | $7,234+237.8% |