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 | $64,713 | $47,105+37.4% | $68,368-5.3% | $67,986-4.8% |
| Participation rate | 37.2% | 51.8%-14.5pp | 73.8%-36.5pp | 57.2%-20.0pp |
| Annual return | 9.15% | 48.37%-39.2pp | 292.57%-283.4pp | 31.67%-22.5pp |
| Employer contribution / active EE | $448 | $1,859-75.9% | $2,649-83.1% | $2,019-77.8% |
| Participant deferral / active EE | $2,466 | $2,374+3.9% | $4,123-40.2% | $3,358-26.6% |
| Admin fee / account holder | $19,720 | $2,435+709.9% | $5,150+282.9% | $3,203+515.6% |