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 | $76,009 | $67,894+12.0% | $89,340-14.9% | $82,448-7.8% |
| Participation rate | 64.6% | 64.0%+0.5pp | 69.6%-5.0pp | 68.1%-3.5pp |
| Annual return | 12.06% | 19.21%-7.1pp | 20.57%-8.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,041 | $1,828-43.0% | $2,231-53.3% | $2,551-59.2% |
| Participant deferral / active EE | $3,907 | $3,072+27.2% | $3,823+2.2% | $4,139-5.6% |
| Admin fee / account holder | $14,153 | $5,723+147.3% | $6,704+111.1% | $7,234+95.6% |