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 | $68,419 | $73,787-7.3% | $98,716-30.7% | $82,448-17.0% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.3%-0.8pp | 68.1%+0.5pp |
| Annual return | 12.11% | 18.57%-6.5pp | 31.81%-19.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $934 | $1,511-38.2% | $2,279-59.0% | $2,551-63.4% |
| Participant deferral / active EE | $2,655 | $3,081-13.8% | $4,048-34.4% | $4,139-35.9% |
| Admin fee / account holder | $10,337 | $6,500+59.0% | $8,703+18.8% | $7,234+42.9% |