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 | $20,907 | $72,071-71.0% | $68,368-69.4% | $137,256-84.8% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 7.02% | 353.14%-346.1pp | 292.57%-285.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $933 | $2,788-66.6% | $2,649-64.8% | $4,156-77.6% |
| Participant deferral / active EE | $1,763 | $4,410-60.0% | $4,123-57.2% | $6,407-72.5% |
| Admin fee / account holder | $15,628 | $5,336+192.9% | $5,150+203.5% | $12,270+27.4% |