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 | $23,081 | $76,407-69.8% | $150,298-84.6% | $82,448-72.0% |
| Participation rate | 32.8% | 66.4%-33.6pp | 77.8%-45.0pp | 68.1%-35.3pp |
| Annual return | 10.56% | 39.99%-29.4pp | 62.79%-52.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $881 | $3,214-72.6% | $5,453-83.8% | $4,139-78.7% |
| Admin fee / account holder | $3,562 | $6,352-43.9% | $14,116-74.8% | $7,234-50.8% |