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 | $59,937 | $95,453-37.2% | $112,040-46.5% | $82,448-27.3% |
| Participation rate | 58.1% | 72.8%-14.7pp | 76.5%-18.4pp | 68.1%-10.0pp |
| Annual return | 11.04% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,102 | $2,318-9.3% | $2,954-28.9% | $2,551-17.6% |
| Participant deferral / active EE | $2,579 | $4,224-38.9% | $5,098-49.4% | $4,139-37.7% |
| Admin fee / account holder | $10,831 | $9,013+20.2% | $12,098-10.5% | $7,234+49.7% |