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 | $28,595 | $51,638-44.6% | $68,368-58.2% | $82,448-65.3% |
| Participation rate | 30.9% | 63.6%-32.7pp | 73.8%-42.9pp | 68.1%-37.2pp |
| Annual return | 13.18% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $609 | $2,047-70.2% | $2,649-77.0% | $2,551-76.1% |
| Participant deferral / active EE | $1,269 | $2,914-56.5% | $4,123-69.2% | $4,139-69.3% |
| Admin fee / account holder | $1,836 | $4,643-60.4% | $5,150-64.3% | $7,234-74.6% |