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 | $45,248 | $111,535-59.4% | $105,223-57.0% | $137,256-67.0% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 4.63% | 237.85%-233.2pp | 180.65%-176.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $1,652 | $3,939-58.1% | $3,689-55.2% | $4,156-60.2% |
| Participant deferral / active EE | $2,737 | $5,500-50.2% | $5,072-46.0% | $6,407-57.3% |
| Admin fee / account holder | $50,821 | $9,721+422.8% | $8,859+473.7% | $12,270+314.2% |