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 8-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 | $39,470 | $29,319+34.6% | $52,425-24.7% | $82,448-52.1% |
| Participation rate | 30.4% | 46.9%-16.5pp | 55.6%-25.3pp | 68.1%-37.7pp |
| Annual return | 14.31% | 535.20%-520.9pp | 302.12%-287.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $150 | $586-74.5% | $914-83.6% | $2,551-94.1% |
| Participant deferral / active EE | $1,210 | $1,171+3.3% | $1,790-32.4% | $4,139-70.8% |
| Admin fee / account holder | $3,865 | $1,962+97.0% | $2,495+54.9% | $7,234-46.6% |