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 | $54,622 | $47,479+15.0% | $62,929-13.2% | $82,448-33.7% |
| Participation rate | 29.6% | 66.9%-37.2pp | 73.1%-43.5pp | 68.1%-38.4pp |
| Annual return | 9.21% | 20.34%-11.1pp | 1063.93%-1054.7pp | 41.64%-32.4pp |
| Employer contribution / active EE | $359 | $1,885-81.0% | $2,505-85.7% | $2,551-85.9% |
| Participant deferral / active EE | $938 | $2,870-67.3% | $3,888-75.9% | $4,139-77.3% |
| Admin fee / account holder | $12,656 | $3,804+232.7% | $5,065+149.9% | $7,234+74.9% |