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 | $26,138 | $29,319-10.9% | $52,425-50.1% | $82,448-68.3% |
| Participation rate | 50.5% | 46.9%+3.7pp | 55.6%-5.1pp | 68.1%-17.5pp |
| Annual return | 10.72% | 535.20%-524.5pp | 302.12%-291.4pp | 41.64%-30.9pp |
| Employer contribution / active EE | $674 | $586+15.0% | $914-26.2% | $2,551-73.6% |
| Participant deferral / active EE | $1,508 | $1,171+28.7% | $1,790-15.8% | $4,139-63.6% |
| Admin fee / account holder | $5,326 | $1,962+171.4% | $2,495+113.5% | $7,234-26.4% |