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 | $17,841 | $29,319-39.2% | $52,425-66.0% | $82,448-78.4% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 9.01% | 535.20%-526.2pp | 302.12%-293.1pp | 41.64%-32.6pp |
| Employer contribution / active EE | $172 | $586-70.6% | $914-81.2% | $2,551-93.3% |
| Participant deferral / active EE | $381 | $1,171-67.5% | $1,790-78.7% | $4,139-90.8% |
| Admin fee / account holder | $5,665 | $1,962+188.7% | $2,495+127.1% | $7,234-21.7% |