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 | $40,118 | $106,749-62.4% | $145,433-72.4% | $82,448-51.3% |
| Participation rate | 56.3% | 75.6%-19.4pp | 82.1%-25.9pp | 68.1%-11.8pp |
| Annual return | 10.46% | 27.59%-17.1pp | 66.58%-56.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,819 | $3,444-47.2% | $4,554-60.1% | $2,551-28.7% |
| Participant deferral / active EE | $3,230 | $6,519-50.5% | $7,897-59.1% | $4,139-22.0% |
| Admin fee / account holder | $3,077 | $8,390-63.3% | $13,129-76.6% | $7,234-57.5% |