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 | $32,695 | $55,472-41.1% | $155,567-79.0% | $74,546-56.1% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.59% | 268.72%-260.1pp | 64.74%-56.1pp | 1366.03%-1357.4pp |
| Employer contribution / active EE | $591 | $2,269-73.9% | $4,674-87.3% | $2,624-77.5% |
| Participant deferral / active EE | $1,282 | $2,838-54.8% | $5,628-77.2% | $4,347-70.5% |
| Admin fee / account holder | $5,164 | $1,743+196.3% | $15,916-67.6% | $1,944+165.7% |