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 | $71,246 | $81,446-12.5% | $103,374-31.1% | $80,874-11.9% |
| Participation rate | 41.7% | 66.9%-25.2pp | 74.5%-32.8pp | 67.6%-26.0pp |
| Annual return | -22.37% | 25.57%-47.9pp | 24.89%-47.3pp | 35.62%-58.0pp |
| Employer contribution / active EE | $966 | $3,107-68.9% | $3,869-75.0% | $2,756-64.9% |
| Participant deferral / active EE | $1,659 | $3,870-57.1% | $5,058-67.2% | $4,297-61.4% |
| Admin fee / account holder | $2,861 | $6,715-57.4% | $8,394-65.9% | $6,935-58.8% |