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 9-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 | $27,504 | $29,319-6.2% | $52,425-47.5% | $82,448-66.6% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 9.65% | 535.20%-525.5pp | 302.12%-292.5pp | 41.64%-32.0pp |
| Employer contribution / active EE | $789 | $586+34.5% | $914-13.7% | $2,551-69.1% |
| Participant deferral / active EE | $1,888 | $1,171+61.2% | $1,790+5.4% | $4,139-54.4% |
| Admin fee / account holder | $23,235 | $1,962+1084.2% | $2,495+831.3% | $7,234+221.2% |