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 | $27,876 | $29,667-6.0% | $56,441-50.6% | $80,874-65.5% |
| Participation rate | 14.0% | 41.7%-27.7pp | 52.5%-38.5pp | 67.6%-53.7pp |
| Annual return | -18.77% | 35.22%-54.0pp | 1704.21%-1723.0pp | 35.62%-54.4pp |
| Employer contribution / active EE | $221 | $669-67.0% | $1,039-78.7% | $2,756-92.0% |
| Participant deferral / active EE | $732 | $1,227-40.3% | $1,953-62.5% | $4,297-83.0% |
| Admin fee / account holder | $6,859 | $2,429+182.3% | $2,829+142.4% | $6,935-1.1% |