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 7-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 | $14,978 | $88,710-83.1% | $81,783-81.7% | $145,959-89.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 4.10% | 1027.26%-1023.2pp | 775.05%-770.9pp | 561.95%-557.8pp |
| Employer contribution / active EE | $1,199 | $3,083-61.1% | $2,913-58.8% | $4,661-74.3% |
| Participant deferral / active EE | $1,487 | $4,645-68.0% | $4,320-65.6% | $6,689-77.8% |
| Admin fee / account holder | $6,937 | $8,407-17.5% | $7,380-6.0% | $13,398-48.2% |