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 | $4,597 | $72,071-93.6% | $68,368-93.3% | $137,256-96.7% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.0%-44.7pp |
| Annual return | -19.99% | 353.14%-373.1pp | 292.57%-312.6pp | 220.34%-240.3pp |
| Employer contribution / active EE | $486 | $2,788-82.6% | $2,649-81.6% | $4,156-88.3% |
| Participant deferral / active EE | $820 | $4,410-81.4% | $4,123-80.1% | $6,407-87.2% |
| Admin fee / account holder | $10,779 | $5,336+102.0% | $5,150+109.3% | $12,270-12.2% |