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 | $103,433 | $100,970+2.4% | $96,576+7.1% | $137,256-24.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 12.66% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,721 | $3,809-54.8% | $3,553-51.6% | $4,156-58.6% |
| Participant deferral / active EE | $3,984 | $8,286-51.9% | $7,956-49.9% | $6,407-37.8% |
| Admin fee / account holder | $44,625 | $11,312+294.5% | $11,381+292.1% | $12,270+263.7% |