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 | $112,638 | $73,787+52.7% | $98,716+14.1% | $82,448+36.6% |
| Participation rate | 34.5% | 61.4%-26.9pp | 69.3%-34.8pp | 68.1%-33.6pp |
| Annual return | 11.38% | 18.57%-7.2pp | 31.81%-20.4pp | 41.64%-30.3pp |
| Employer contribution / active EE | $735 | $1,511-51.4% | $2,279-67.8% | $2,551-71.2% |
| Participant deferral / active EE | $5,288 | $3,081+71.6% | $4,048+30.7% | $4,139+27.8% |
| Admin fee / account holder | $7,944 | $6,500+22.2% | $8,703-8.7% | $7,234+9.8% |