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 | $23,794 | $76,407-68.9% | $150,298-84.2% | $82,448-71.1% |
| Participation rate | 64.3% | 66.4%-2.1pp | 77.8%-13.5pp | 68.1%-3.8pp |
| Annual return | 11.71% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $541 | $2,614-79.3% | $4,154-87.0% | $2,551-78.8% |
| Participant deferral / active EE | $2,336 | $3,214-27.3% | $5,453-57.2% | $4,139-43.6% |
| Admin fee / account holder | $741 | $6,352-88.3% | $14,116-94.7% | $7,234-89.8% |