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 7-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 | $42,770 | $29,319+45.9% | $52,425-18.4% | $82,448-48.1% |
| Participation rate | 48.9% | 46.9%+2.1pp | 55.6%-6.7pp | 68.1%-19.1pp |
| Annual return | 14.20% | 535.20%-521.0pp | 302.12%-287.9pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,283 | $586+118.8% | $914+40.3% | $2,551-49.7% |
| Participant deferral / active EE | $1,735 | $1,171+48.1% | $1,790-3.1% | $4,139-58.1% |
| Admin fee / account holder | $6,272 | $1,962+219.7% | $2,495+151.4% | $7,234-13.3% |