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 | $52,726 | $58,627-10.1% | $76,735-31.3% | $82,448-36.0% |
| Participation rate | 69.8% | 63.2%+6.5pp | 69.5%+0.3pp | 68.1%+1.7pp |
| Annual return | 7.73% | 39.10%-31.4pp | 29.77%-22.0pp | 41.64%-33.9pp |
| Employer contribution / active EE | $1,733 | $1,729+0.2% | $2,454-29.4% | $2,551-32.1% |
| Participant deferral / active EE | $2,698 | $3,134-13.9% | $4,088-34.0% | $4,139-34.8% |
| Admin fee / account holder | $12,562 | $5,323+136.0% | $7,189+74.7% | $7,234+73.6% |