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 8-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 | $124,949 | $111,814+11.7% | $103,374+20.9% | $145,959-14.4% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 8.42% | 24.77%-16.3pp | 24.89%-16.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,952 | $4,214-53.7% | $3,869-49.5% | $4,661-58.1% |
| Participant deferral / active EE | $6,609 | $5,618+17.6% | $5,058+30.7% | $6,689-1.2% |
| Admin fee / account holder | $848 | $9,754-91.3% | $8,394-89.9% | $13,398-93.7% |