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 | $164,859 | $106,749+54.4% | $145,433+13.4% | $82,448+100.0% |
| Participation rate | 42.0% | 75.6%-33.6pp | 82.1%-40.1pp | 68.1%-26.1pp |
| Annual return | 12.73% | 27.59%-14.9pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,087 | $3,444-39.4% | $4,554-54.2% | $2,551-18.2% |
| Participant deferral / active EE | $4,409 | $6,519-32.4% | $7,897-44.2% | $4,139+6.5% |
| Admin fee / account holder | $4,693 | $8,390-44.1% | $13,129-64.3% | $7,234-35.1% |