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 | $93,108 | $132,634-29.8% | $115,768-19.6% | $137,256-32.2% |
| Participation rate | 44.4% | 77.9%-33.4pp | 74.4%-29.9pp | 80.0%-35.5pp |
| Annual return | 3.74% | 160.70%-157.0pp | 100.46%-96.7pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,470 | $3,360-56.2% | $2,940-50.0% | $4,156-64.6% |
| Participant deferral / active EE | $2,597 | $5,619-53.8% | $4,917-47.2% | $6,407-59.5% |
| Admin fee / account holder | $11,870 | $15,028-21.0% | $12,439-4.6% | $12,270-3.3% |