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 | $50,515 | $76,407-33.9% | $150,298-66.4% | $82,448-38.7% |
| Participation rate | 39.6% | 66.4%-26.8pp | 77.8%-38.2pp | 68.1%-28.5pp |
| Annual return | 12.73% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $791 | $2,614-69.7% | $4,154-81.0% | $2,551-69.0% |
| Participant deferral / active EE | $1,238 | $3,214-61.5% | $5,453-77.3% | $4,139-70.1% |
| Admin fee / account holder | $4,628 | $6,352-27.1% | $14,116-67.2% | $7,234-36.0% |