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 | $29,479 | $117,859-75.0% | $102,438-71.2% | $145,959-79.8% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 7.25% | 31.72%-24.5pp | 29.37%-22.1pp | 561.95%-554.7pp |
| Employer contribution / active EE | $1,438 | $3,615-60.2% | $3,024-52.4% | $4,661-69.1% |
| Participant deferral / active EE | $3,585 | $5,732-37.5% | $5,054-29.1% | $6,689-46.4% |
| Admin fee / account holder | $19,106 | $13,318+43.5% | $9,448+102.2% | $13,398+42.6% |