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 | $66,145 | $154,228-57.1% | $145,433-54.5% | $137,256-51.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 10.72% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,214 | $4,804-53.9% | $4,554-51.4% | $4,156-46.7% |
| Participant deferral / active EE | $4,407 | $8,216-46.4% | $7,897-44.2% | $6,407-31.2% |
| Admin fee / account holder | $7,914 | $14,344-44.8% | $13,129-39.7% | $12,270-35.5% |