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 4-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 | $109,854 | $183,592-40.2% | $155,567-29.4% | $145,959-24.7% |
| Participation rate | 53.3% | 82.7%-29.3pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 8.39% | 61.24%-52.8pp | 64.74%-56.3pp | 561.95%-553.6pp |
| Employer contribution / active EE | $2,143 | $5,315-59.7% | $4,674-54.2% | $4,661-54.0% |
| Participant deferral / active EE | $4,861 | $6,464-24.8% | $5,628-13.6% | $6,689-27.3% |
| Admin fee / account holder | $2,660 | $19,318-86.2% | $15,916-83.3% | $13,398-80.1% |