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 | $83,958 | $180,749-53.6% | $160,784-47.8% | $137,256-38.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 2.94% | 2234.46%-2231.5pp | 1803.92%-1801.0pp | 220.34%-217.4pp |
| Employer contribution / active EE | $10,422 | $4,155+150.8% | $3,733+179.2% | $4,156+150.8% |
| Participant deferral / active EE | $21,321 | $6,844+211.5% | $6,293+238.8% | $6,407+232.8% |
| Admin fee / account holder | $42,187 | $10,397+305.8% | $9,717+334.2% | $12,270+243.8% |