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 | $130,815 | $95,453+37.0% | $112,040+16.8% | $82,448+58.7% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.5%-28.0pp | 68.1%-19.6pp |
| Annual return | 10.45% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,264 | $2,318-45.5% | $2,954-57.2% | $2,551-50.5% |
| Participant deferral / active EE | $2,629 | $4,224-37.8% | $5,098-48.4% | $4,139-36.5% |
| Admin fee / account holder | $877 | $9,013-90.3% | $12,098-92.7% | $7,234-87.9% |