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 | $15,578 | $48,277-67.7% | $67,511-76.9% | $80,874-80.7% |
| Participation rate | 55.9% | 66.4%-10.5pp | 72.9%-17.0pp | 67.6%-11.7pp |
| Annual return | 8.68% | 18.27%-9.6pp | 3517.41%-3508.7pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $945 | $2,926-67.7% | $4,000-76.4% | $4,297-78.0% |
| Admin fee / account holder | $412 | $3,687-88.8% | $3,999-89.7% | $6,935-94.1% |