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 8-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 | $24,597 | $180,749-86.4% | $160,784-84.7% | $137,256-82.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 5.45% | 2234.46%-2229.0pp | 1803.92%-1798.5pp | 220.34%-214.9pp |
| Employer contribution / active EE | $2,108 | $4,155-49.3% | $3,733-43.5% | $4,156-49.3% |
| Participant deferral / active EE | $20,667 | $6,844+202.0% | $6,293+228.4% | $6,407+222.6% |
| Admin fee / account holder | $23,353 | $10,397+124.6% | $9,717+140.3% | $12,270+90.3% |