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 | $78,597 | $88,672-11.4% | $105,223-25.3% | $82,448-4.7% |
| Participation rate | 57.6% | 67.9%-10.3pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 12.49% | 30.86%-18.4pp | 180.65%-168.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,153 | $3,048-29.4% | $3,689-41.6% | $2,551-15.6% |
| Participant deferral / active EE | $4,656 | $4,036+15.4% | $5,072-8.2% | $4,139+12.5% |
| Admin fee / account holder | $18,894 | $7,146+164.4% | $8,859+113.3% | $7,234+161.2% |