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 | $68,540 | $99,633-31.2% | $183,328-62.6% | $82,448-16.9% |
| Participation rate | 64.5% | 70.8%-6.2pp | 77.3%-12.8pp | 68.1%-3.6pp |
| Annual return | 3.10% | 17.84%-14.7pp | 29.67%-26.6pp | 41.64%-38.5pp |
| Employer contribution / active EE | $1,476 | $3,256-54.7% | $5,055-70.8% | $2,551-42.2% |
| Participant deferral / active EE | $2,776 | $4,938-43.8% | $6,795-59.1% | $4,139-32.9% |
| Admin fee / account holder | $44,161 | $9,934+344.5% | $21,427+106.1% | $7,234+510.4% |