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 | $70,570 | $99,633-29.2% | $183,328-61.5% | $82,448-14.4% |
| Participation rate | 47.1% | 70.8%-23.6pp | 77.3%-30.2pp | 68.1%-20.9pp |
| Annual return | 8.44% | 17.84%-9.4pp | 29.67%-21.2pp | 41.64%-33.2pp |
| Employer contribution / active EE | $2,861 | $3,256-12.1% | $5,055-43.4% | $2,551+12.2% |
| Participant deferral / active EE | $4,394 | $4,938-11.0% | $6,795-35.3% | $4,139+6.2% |
| Admin fee / account holder | $35,287 | $9,934+255.2% | $21,427+64.7% | $7,234+387.8% |