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 | $74,632 | $78,520-5.0% | $96,576-22.7% | $82,448-9.5% |
| Participation rate | 51.3% | 77.7%-26.4pp | 81.4%-30.2pp | 68.1%-16.8pp |
| Annual return | 11.83% | 41.30%-29.5pp | 38.47%-26.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,180 | $2,630-55.1% | $3,553-66.8% | $2,551-53.7% |
| Participant deferral / active EE | $3,247 | $6,754-51.9% | $7,956-59.2% | $4,139-21.6% |
| Admin fee / account holder | $8,786 | $13,455-34.7% | $11,381-22.8% | $7,234+21.5% |