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 | $124,602 | $117,859+5.7% | $102,438+21.6% | $145,959-14.6% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 8.43% | 31.72%-23.3pp | 29.37%-20.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,569 | $3,615-56.6% | $3,024-48.1% | $4,661-66.3% |
| Participant deferral / active EE | $3,458 | $5,732-39.7% | $5,054-31.6% | $6,689-48.3% |
| Admin fee / account holder | $12,274 | $13,318-7.8% | $9,448+29.9% | $13,398-8.4% |