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 6-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 | $7,809 | $51,638-84.9% | $68,368-88.6% | $82,448-90.5% |
| Participation rate | 44.8% | 63.6%-18.8pp | 73.8%-28.9pp | 68.1%-23.2pp |
| Annual return | 10.49% | 37.53%-27.0pp | 292.57%-282.1pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,127 | $2,047-44.9% | $2,649-57.5% | $2,551-55.8% |
| Participant deferral / active EE | $1,248 | $2,914-57.2% | $4,123-69.7% | $4,139-69.9% |
| Admin fee / account holder | $15,252 | $4,643+228.5% | $5,150+196.2% | $7,234+110.8% |