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 | $116,509 | $51,638+125.6% | $68,368+70.4% | $82,448+41.3% |
| Participation rate | 0.0% | 63.6%-63.6pp | 73.8%-73.8pp | 68.1%-68.1pp |
| Annual return | 12.93% | 37.53%-24.6pp | 292.57%-279.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,299 | $2,047+12.3% | $2,649-13.2% | $2,551-9.9% |
| Participant deferral / active EE | $4,314 | $2,914+48.1% | $4,123+4.6% | $4,139+4.2% |
| Admin fee / account holder | $3,618 | $4,643-22.1% | $5,150-29.7% | $7,234-50.0% |