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 | $89,490 | $71,057+25.9% | $93,654-4.4% | $80,874+10.7% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.6pp | 67.6%-5.5pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $818 | $1,564-47.7% | $2,421-66.2% | $2,756-70.3% |
| Participant deferral / active EE | $2,367 | $4,034-41.3% | $4,413-46.4% | $4,297-44.9% |
| Admin fee / account holder | $26,904 | $6,944+287.5% | $8,282+224.8% | $6,935+287.9% |