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 | $102,181 | $124,425-17.9% | $112,040-8.8% | $137,256-25.6% |
| Participation rate | 38.9% | 79.3%-40.4pp | 76.5%-37.6pp | 80.0%-41.1pp |
| Annual return | 3.85% | 24.72%-20.9pp | 24.52%-20.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,058 | $5,718-29.0% | $5,098-20.4% | $6,407-36.7% |
| Admin fee / account holder | $122,021 | $15,207+702.4% | $12,098+908.6% | $12,270+894.5% |