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 | $136,928 | $83,369+64.2% | $105,223+30.1% | $67,986+101.4% |
| Participation rate | 37.1% | 56.3%-19.2pp | 75.0%-38.0pp | 57.2%-20.1pp |
| Annual return | 12.83% | 24.64%-11.8pp | 180.65%-167.8pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,317 | $2,541-48.1% | $3,689-64.3% | $2,019-34.7% |
| Participant deferral / active EE | $3,273 | $3,295-0.7% | $5,072-35.5% | $3,358-2.5% |
| Admin fee / account holder | $964 | $4,073-76.3% | $8,859-89.1% | $3,203-69.9% |