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 | $39,805 | $81,233-51.0% | $155,567-74.4% | $80,874-50.8% |
| Participation rate | 11.1% | 66.2%-55.1pp | 78.2%-67.1pp | 67.6%-56.5pp |
| Annual return | 7.28% | 33.33%-26.1pp | 64.74%-57.5pp | 35.62%-28.3pp |
| Employer contribution / active EE | $460 | $3,101-85.2% | $4,674-90.2% | $2,756-83.3% |
| Participant deferral / active EE | $2,301 | $3,452-33.4% | $5,628-59.1% | $4,297-46.5% |
| Admin fee / account holder | $41,637 | $7,998+420.6% | $15,916+161.6% | $6,935+500.4% |