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 | $169,329 | $88,360+91.6% | $145,433+16.4% | $67,986+149.1% |
| Participation rate | 67.6% | 65.5%+2.1pp | 82.1%-14.6pp | 57.2%+10.4pp |
| Annual return | 13.20% | 63.15%-50.0pp | 66.58%-53.4pp | 31.67%-18.5pp |
| Employer contribution / active EE | $4,355 | $3,054+42.6% | $4,554-4.4% | $2,019+115.7% |
| Participant deferral / active EE | $9,768 | $5,932+64.7% | $7,897+23.7% | $3,358+190.9% |
| Admin fee / account holder | $12,536 | $3,313+278.4% | $13,129-4.5% | $3,203+291.4% |