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 | $204,421 | $51,638+295.9% | $68,368+199.0% | $82,448+147.9% |
| Participation rate | 53.3% | 63.6%-10.3pp | 73.8%-20.4pp | 68.1%-14.7pp |
| Annual return | 13.41% | 37.53%-24.1pp | 292.57%-279.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $937 | $2,047-54.2% | $2,649-64.6% | $2,551-63.3% |
| Participant deferral / active EE | $3,363 | $2,914+15.4% | $4,123-18.4% | $4,139-18.8% |
| Admin fee / account holder | $3,063 | $4,643-34.0% | $5,150-40.5% | $7,234-57.7% |