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 | $57,757 | $29,319+97.0% | $52,425+10.2% | $82,448-29.9% |
| Participation rate | 30.8% | 46.9%-16.1pp | 55.6%-24.9pp | 68.1%-37.3pp |
| Annual return | 5.38% | 535.20%-529.8pp | 302.12%-296.7pp | 41.64%-36.3pp |
| Employer contribution / active EE | $526 | $586-10.4% | $914-42.5% | $2,551-79.4% |
| Participant deferral / active EE | $1,509 | $1,171+28.9% | $1,790-15.7% | $4,139-63.5% |
| Admin fee / account holder | $961 | $1,962-51.0% | $2,495-61.5% | $7,234-86.7% |