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 | $75,680 | $52,353+44.6% | $120,225-37.1% | $82,448-8.2% |
| Participation rate | 36.7% | 58.3%-21.6pp | 69.6%-32.8pp | 68.1%-31.3pp |
| Annual return | 8.57% | 61.85%-53.3pp | 439.23%-430.7pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,007 | $1,510-33.3% | $3,475-71.0% | $2,551-60.5% |
| Participant deferral / active EE | $2,079 | $2,627-20.9% | $3,999-48.0% | $4,139-49.8% |
| Admin fee / account holder | $3,498 | $4,363-19.8% | $5,696-38.6% | $7,234-51.6% |