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 | $95,831 | $106,749-10.2% | $145,433-34.1% | $82,448+16.2% |
| Participation rate | 63.3% | 75.6%-12.4pp | 82.1%-18.8pp | 68.1%-4.8pp |
| Annual return | 13.78% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,584 | $3,444-54.0% | $4,554-65.2% | $2,551-37.9% |
| Participant deferral / active EE | $2,821 | $6,519-56.7% | $7,897-64.3% | $4,139-31.9% |
| Admin fee / account holder | $3,662 | $8,390-56.4% | $13,129-72.1% | $7,234-49.4% |