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 | $156,191 | $111,814+39.7% | $103,374+51.1% | $145,959+7.0% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 8.10% | 24.77%-16.7pp | 24.89%-16.8pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,009 | $4,214-76.1% | $3,869-73.9% | $4,661-78.4% |
| Participant deferral / active EE | $2,949 | $5,618-47.5% | $5,058-41.7% | $6,689-55.9% |
| Admin fee / account holder | $1,466 | $9,754-85.0% | $8,394-82.5% | $13,398-89.1% |