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 | $75,415 | $87,037-13.4% | $106,201-29.0% | $80,874-6.7% |
| Participation rate | 62.1% | 70.4%-8.4pp | 75.3%-13.2pp | 67.6%-5.6pp |
| Annual return | 9.70% | 17.05%-7.4pp | 116.26%-106.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,633 | $3,986-33.9% | $5,012-47.5% | $4,297-38.7% |
| Admin fee / account holder | $12,442 | $8,434+47.5% | $11,039+12.7% | $6,935+79.4% |