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 | $79,037 | $51,736+52.8% | $120,225-34.3% | $67,986+16.3% |
| Participation rate | 17.4% | 46.1%-28.7pp | 69.6%-52.2pp | 57.2%-39.8pp |
| Annual return | 7.64% | 31.98%-24.3pp | 439.23%-431.6pp | 31.67%-24.0pp |
| Employer contribution / active EE | $515 | $1,071-51.9% | $3,475-85.2% | $2,019-74.5% |
| Participant deferral / active EE | $1,214 | $2,206-45.0% | $3,999-69.6% | $3,358-63.9% |
| Admin fee / account holder | $41,770 | $4,159+904.3% | $5,696+633.3% | $3,203+1204.0% |