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 | $20,790 | $55,472-62.5% | $155,567-86.6% | $74,546-72.1% |
| Participation rate | 46.1% | 61.9%-15.8pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 10.36% | 268.72%-258.4pp | 64.74%-54.4pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $1,054 | $2,269-53.6% | $4,674-77.5% | $2,624-59.8% |
| Participant deferral / active EE | $1,429 | $2,838-49.6% | $5,628-74.6% | $4,347-67.1% |
| Admin fee / account holder | $1,433 | $1,743-17.8% | $15,916-91.0% | $1,944-26.3% |