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 3-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 | $43,628 | $99,921-56.3% | $85,009-48.7% | $145,959-70.1% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | -65.89% | 83.89%-149.8pp | 66.47%-132.4pp | 561.95%-627.8pp |
| Employer contribution / active EE | $5,341 | $3,233+65.2% | $2,728+95.8% | $4,661+14.6% |
| Participant deferral / active EE | $14,583 | $5,293+175.5% | $4,522+222.5% | $6,689+118.0% |
| Admin fee / account holder | $761 | $7,252-89.5% | $6,153-87.6% | $13,398-94.3% |