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 | $112,995 | $117,859-4.1% | $102,438+10.3% | $145,959-22.6% |
| Participation rate | 46.2% | 78.6%-32.4pp | 76.5%-30.3pp | 80.3%-34.1pp |
| Annual return | 4.59% | 31.72%-27.1pp | 29.37%-24.8pp | 561.95%-557.4pp |
| Employer contribution / active EE | $2,215 | $3,615-38.7% | $3,024-26.7% | $4,661-52.5% |
| Participant deferral / active EE | $4,474 | $5,732-21.9% | $5,054-11.5% | $6,689-33.1% |
| Admin fee / account holder | $31,317 | $13,318+135.1% | $9,448+231.5% | $13,398+133.7% |