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 | $169,725 | $60,261+181.6% | $81,783+107.5% | $74,546+127.7% |
| Participation rate | 28.7% | 62.9%-34.2pp | 72.4%-43.6pp | 67.2%-38.5pp |
| Annual return | 10.60% | 16.88%-6.3pp | 775.05%-764.5pp | 1366.03%-1355.4pp |
| Employer contribution / active EE | $911 | $2,622-65.3% | $2,913-68.7% | $2,624-65.3% |
| Participant deferral / active EE | $2,018 | $3,388-40.4% | $4,320-53.3% | $4,347-53.6% |
| Admin fee / account holder | $7,791 | $1,482+425.5% | $7,380+5.6% | $1,944+300.9% |