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 | $101,762 | $51,638+97.1% | $68,368+48.8% | $82,448+23.4% |
| Participation rate | 48.6% | 63.6%-15.0pp | 73.8%-25.2pp | 68.1%-19.5pp |
| Annual return | 8.79% | 37.53%-28.7pp | 292.57%-283.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,159 | $2,047-43.4% | $2,649-56.3% | $2,551-54.6% |
| Participant deferral / active EE | $2,072 | $2,914-28.9% | $4,123-49.7% | $4,139-49.9% |
| Admin fee / account holder | $15,370 | $4,643+231.0% | $5,150+198.5% | $7,234+112.5% |