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 5-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 | $21,279 | $47,105-54.8% | $68,368-68.9% | $67,986-68.7% |
| Participation rate | 30.9% | 51.8%-20.9pp | 73.8%-42.9pp | 57.2%-26.3pp |
| Annual return | 11.10% | 48.37%-37.3pp | 292.57%-281.5pp | 31.67%-20.6pp |
| Employer contribution / active EE | $223 | $1,859-88.0% | $2,649-91.6% | $2,019-89.0% |
| Participant deferral / active EE | $1,711 | $2,374-27.9% | $4,123-58.5% | $3,358-49.1% |
| Admin fee / account holder | $2,827 | $2,435+16.1% | $5,150-45.1% | $3,203-11.8% |