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 | $17,564 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 4.33% | 74.59%-70.3pp | 66.58%-62.2pp | 220.34%-216.0pp |
| Employer contribution / active EE | $877 | $4,804-81.7% | $4,554-80.7% | $4,156-78.9% |
| Participant deferral / active EE | $4,295 | $8,216-47.7% | $7,897-45.6% | $6,407-33.0% |
| Admin fee / account holder | $1,286 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |