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 | $107,431 | $62,409+72.1% | $120,368-10.7% | $74,546+44.1% |
| Participation rate | 59.5% | 56.8%+2.8pp | 71.9%-12.4pp | 67.2%-7.7pp |
| Annual return | 9.08% | 18.62%-9.5pp | 107.26%-98.2pp | 1366.03%-1357.0pp |
| Employer contribution / active EE | $1,340 | $1,847-27.4% | $3,465-61.3% | $2,624-48.9% |
| Participant deferral / active EE | $2,764 | $2,888-4.3% | $4,991-44.6% | $4,347-36.4% |
| Admin fee / account holder | $8,014 | $2,394+234.8% | $9,429-15.0% | $1,944+312.3% |