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 | $121,202 | $108,825+11.4% | $156,181-22.4% | $82,448+47.0% |
| Participation rate | 64.7% | 72.4%-7.7pp | 78.8%-14.1pp | 68.1%-3.4pp |
| Annual return | 9.75% | 20.59%-10.8pp | 64.87%-55.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,690 | $2,870-41.1% | $4,294-60.6% | $2,551-33.7% |
| Participant deferral / active EE | $4,549 | $4,577-0.6% | $6,132-25.8% | $4,139+9.9% |
| Admin fee / account holder | $32,323 | $9,341+246.1% | $14,586+121.6% | $7,234+346.8% |