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 | $83,061 | $72,396+14.7% | $67,511+23.0% | $145,959-43.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.72% | 7194.07%-7185.4pp | 3517.41%-3508.7pp | 561.95%-553.2pp |
| Employer contribution / active EE | $676 | $3,071-78.0% | $2,733-75.3% | $4,661-85.5% |
| Participant deferral / active EE | $1,110 | $4,781-76.8% | $4,000-72.3% | $6,689-83.4% |
| Admin fee / account holder | $7,762 | $5,538+40.2% | $3,999+94.1% | $13,398-42.1% |