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 4-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 | $31,770 | $57,590-44.8% | $86,233-63.2% | $82,448-61.5% |
| Participation rate | 32.5% | 57.9%-25.4pp | 69.0%-36.5pp | 68.1%-35.6pp |
| Annual return | 13.28% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.4pp |
| Employer contribution / active EE | $725 | $1,655-56.2% | $2,504-71.1% | $2,551-71.6% |
| Participant deferral / active EE | $1,838 | $3,080-40.3% | $4,559-59.7% | $4,139-55.6% |
| Admin fee / account holder | $1,684 | $4,730-64.4% | $8,342-79.8% | $7,234-76.7% |