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 | $51,047 | $63,703-19.9% | $93,063-45.1% | $82,448-38.1% |
| Participation rate | 62.4% | 63.8%-1.5pp | 72.1%-9.8pp | 68.1%-5.7pp |
| Annual return | 12.58% | -775.43%+788.0pp | 34.15%-21.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $525 | $1,729-69.6% | $2,476-78.8% | $2,551-79.4% |
| Participant deferral / active EE | $2,745 | $2,919-6.0% | $3,958-30.6% | $4,139-33.7% |
| Admin fee / account holder | $5,596 | $5,982-6.4% | $6,033-7.2% | $7,234-22.6% |