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 | $62,780 | $77,164-18.6% | $178,014-64.7% | $80,874-22.4% |
| Participation rate | 60.4% | 65.7%-5.3pp | 77.1%-16.6pp | 67.6%-7.2pp |
| Annual return | 10.33% | 18.09%-7.8pp | 294.80%-284.5pp | 35.62%-25.3pp |
| Employer contribution / active EE | $978 | $2,288-57.3% | $3,950-75.3% | $2,756-64.5% |
| Participant deferral / active EE | $3,276 | $4,408-25.7% | $6,276-47.8% | $4,297-23.8% |
| Admin fee / account holder | $3,183 | $7,164-55.6% | $10,362-69.3% | $6,935-54.1% |