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 6-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 | $1,325 | $76,785-98.3% | $56,441-97.7% | $145,959-99.1% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.1pp |
| Annual return | 3.21% | 3000.51%-2997.3pp | 1704.21%-1701.0pp | 561.95%-558.7pp |
| Employer contribution / active EE | $191 | $1,381-86.2% | $1,039-81.7% | $4,661-95.9% |
| Participant deferral / active EE | $231 | $2,624-91.2% | $1,953-88.2% | $6,689-96.5% |
| Admin fee / account holder | $4,107 | $3,334+23.2% | $2,829+45.2% | $13,398-69.3% |