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 | $154,543 | $83,369+85.4% | $105,223+46.9% | $67,986+127.3% |
| Participation rate | 62.1% | 56.3%+5.8pp | 75.0%-12.9pp | 57.2%+4.9pp |
| Annual return | 12.86% | 24.64%-11.8pp | 180.65%-167.8pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,243 | $2,541-11.7% | $3,689-39.2% | $2,019+11.1% |
| Participant deferral / active EE | $5,541 | $3,295+68.1% | $5,072+9.2% | $3,358+65.0% |
| Admin fee / account holder | $32,224 | $4,073+691.2% | $8,859+263.8% | $3,203+906.0% |