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 5-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 | $29,697 | $80,812-63.3% | $160,784-81.5% | $82,448-64.0% |
| Participation rate | 61.3% | 66.2%-4.9pp | 77.0%-15.7pp | 68.1%-6.8pp |
| Annual return | 11.69% | 100.59%-88.9pp | 1803.92%-1792.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $494 | $2,174-77.3% | $3,733-86.8% | $2,551-80.6% |
| Participant deferral / active EE | $2,890 | $4,335-33.3% | $6,293-54.1% | $4,139-30.2% |
| Admin fee / account holder | $6,773 | $7,695-12.0% | $9,717-30.3% | $7,234-6.4% |