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 | $91,465 | $56,060+63.2% | $76,002+20.3% | $80,874+13.1% |
| Participation rate | 57.6% | 62.0%-4.5pp | 69.1%-11.5pp | 67.6%-10.1pp |
| Annual return | 9.74% | 20.54%-10.8pp | 360.07%-350.3pp | 35.62%-25.9pp |
| Employer contribution / active EE | $1,811 | $1,873-3.3% | $2,688-32.6% | $2,756-34.3% |
| Participant deferral / active EE | $3,220 | $3,051+5.5% | $4,257-24.3% | $4,297-25.1% |
| Admin fee / account holder | $3,671 | $5,237-29.9% | $6,414-42.8% | $6,935-47.1% |