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 | $57,525 | $180,749-68.2% | $160,784-64.2% | $137,256-58.1% |
| Participation rate | 61.5% | 80.0%-18.4pp | 77.0%-15.4pp | 80.0%-18.4pp |
| Annual return | 2.37% | 2234.46%-2232.1pp | 1803.92%-1801.5pp | 220.34%-218.0pp |
| Employer contribution / active EE | $1,246 | $4,155-70.0% | $3,733-66.6% | $4,156-70.0% |
| Participant deferral / active EE | $2,424 | $6,844-64.6% | $6,293-61.5% | $6,407-62.2% |
| Admin fee / account holder | $17,183 | $10,397+65.3% | $9,717+76.8% | $12,270+40.0% |