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 | $113,437 | $106,749+6.3% | $145,433-22.0% | $82,448+37.6% |
| Participation rate | 54.3% | 75.6%-21.4pp | 82.1%-27.8pp | 68.1%-13.8pp |
| Annual return | 13.95% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,539 | $3,444-55.3% | $4,554-66.2% | $2,551-39.7% |
| Participant deferral / active EE | $3,816 | $6,519-41.5% | $7,897-51.7% | $4,139-7.8% |
| Admin fee / account holder | $9,839 | $8,390+17.3% | $13,129-25.1% | $7,234+36.0% |