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 | $134,484 | $97,125+38.5% | $86,233+56.0% | $137,256-2.0% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.0%+0.2pp | 80.0%-10.7pp |
| Annual return | 10.44% | 74.19%-63.7pp | 61.39%-50.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,748 | $2,841+31.9% | $2,504+49.7% | $4,156-9.8% |
| Participant deferral / active EE | $9,835 | $5,180+89.9% | $4,559+115.7% | $6,407+53.5% |
| Admin fee / account holder | $42,427 | $9,725+336.3% | $8,342+408.6% | $12,270+245.8% |