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 | $30,599 | $88,672-65.5% | $105,223-70.9% | $82,448-62.9% |
| Participation rate | 63.0% | 67.9%-5.0pp | 75.0%-12.1pp | 68.1%-5.1pp |
| Annual return | 12.55% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,245 | $3,048-26.3% | $3,689-39.1% | $2,551-12.0% |
| Participant deferral / active EE | $3,774 | $4,036-6.5% | $5,072-25.6% | $4,139-8.8% |
| Admin fee / account holder | $1,623 | $7,146-77.3% | $8,859-81.7% | $7,234-77.6% |