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 | $22,650 | $88,710-74.5% | $81,783-72.3% | $145,959-84.5% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 6.67% | 1027.26%-1020.6pp | 775.05%-768.4pp | 561.95%-555.3pp |
| Employer contribution / active EE | $700 | $3,083-77.3% | $2,913-76.0% | $4,661-85.0% |
| Participant deferral / active EE | $2,602 | $4,645-44.0% | $4,320-39.8% | $6,689-61.1% |
| Admin fee / account holder | $784 | $8,407-90.7% | $7,380-89.4% | $13,398-94.1% |