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 9-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 | $175,481 | $154,228+13.8% | $145,433+20.7% | $137,256+27.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.19% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,190 | $4,804-54.4% | $4,554-51.9% | $4,156-47.3% |
| Participant deferral / active EE | $9,084 | $8,216+10.6% | $7,897+15.0% | $6,407+41.8% |
| Admin fee / account holder | $1,164 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |