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 | $53,996 | $112,729-52.1% | $98,716-45.3% | $137,256-60.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 9.86% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $1,468 | $2,725-46.1% | $2,279-35.6% | $4,156-64.7% |
| Participant deferral / active EE | $3,039 | $4,640-34.5% | $4,048-24.9% | $6,407-52.6% |
| Admin fee / account holder | $43,144 | $10,129+326.0% | $8,703+395.7% | $12,270+251.6% |