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 | $106,830 | $111,535-4.2% | $105,223+1.5% | $137,256-22.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 4.43% | 237.85%-233.4pp | 180.65%-176.2pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,479 | $3,939-62.5% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $2,936 | $5,500-46.6% | $5,072-42.1% | $6,407-54.2% |
| Admin fee / account holder | $32,011 | $9,721+229.3% | $8,859+261.3% | $12,270+160.9% |