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 8-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 | $41,475 | $112,729-63.2% | $98,716-58.0% | $137,256-69.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 6.30% | 38.48%-32.2pp | 31.81%-25.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,278 | $2,725-53.1% | $2,279-43.9% | $4,156-69.2% |
| Participant deferral / active EE | $3,009 | $4,640-35.2% | $4,048-25.7% | $6,407-53.0% |
| Admin fee / account holder | $95,381 | $10,129+841.7% | $8,703+996.0% | $12,270+677.3% |