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 6-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 | $80,469 | $108,912-26.1% | $100,383-19.8% | $145,959-44.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.40% | 57.96%-48.6pp | 49.26%-39.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,533 | $4,423-65.3% | $3,944-61.1% | $4,661-67.1% |
| Participant deferral / active EE | $6,356 | $8,451-24.8% | $8,086-21.4% | $6,689-5.0% |
| Admin fee / account holder | $410 | $9,690-95.8% | $7,900-94.8% | $13,398-96.9% |