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 | $31,309 | $76,407-59.0% | $150,298-79.2% | $82,448-62.0% |
| Participation rate | 32.1% | 66.4%-34.3pp | 77.8%-45.7pp | 68.1%-36.0pp |
| Annual return | 9.18% | 39.99%-30.8pp | 62.79%-53.6pp | 41.64%-32.5pp |
| Employer contribution / active EE | $423 | $2,614-83.8% | $4,154-89.8% | $2,551-83.4% |
| Participant deferral / active EE | $973 | $3,214-69.7% | $5,453-82.2% | $4,139-76.5% |
| Admin fee / account holder | $3,907 | $6,352-38.5% | $14,116-72.3% | $7,234-46.0% |