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 | $179,978 | $102,382+75.8% | $147,005+22.4% | $80,874+122.5% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 9.80% | 134.89%-125.1pp | 418.76%-409.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $3,182 | $3,715-14.3% | $4,934-35.5% | $2,756+15.5% |
| Participant deferral / active EE | $6,940 | $6,646+4.4% | $8,070-14.0% | $4,297+61.5% |
| Admin fee / account holder | $1,192 | $7,942-85.0% | $13,006-90.8% | $6,935-82.8% |