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 | $90,692 | $124,425-27.1% | $112,040-19.1% | $137,256-33.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 2.49% | 24.72%-22.2pp | 24.52%-22.0pp | 220.34%-217.9pp |
| Employer contribution / active EE | $1,257 | $3,411-63.1% | $2,954-57.4% | $4,156-69.8% |
| Participant deferral / active EE | $5,862 | $5,718+2.5% | $5,098+15.0% | $6,407-8.5% |
| Admin fee / account holder | $212,832 | $15,207+1299.6% | $12,098+1659.2% | $12,270+1634.6% |