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 | $111,230 | $111,814-0.5% | $103,374+7.6% | $145,959-23.8% |
| Participation rate | 35.0% | 77.9%-42.9pp | 74.5%-39.5pp | 80.3%-45.3pp |
| Annual return | 8.34% | 24.77%-16.4pp | 24.89%-16.5pp | 561.95%-553.6pp |
| Employer contribution / active EE | $1,688 | $4,214-59.9% | $3,869-56.4% | $4,661-63.8% |
| Participant deferral / active EE | $1,877 | $5,618-66.6% | $5,058-62.9% | $6,689-71.9% |
| Admin fee / account holder | $392 | $9,754-96.0% | $8,394-95.3% | $13,398-97.1% |