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 | $61,398 | $112,729-45.5% | $98,716-37.8% | $137,256-55.3% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.3%-58.2pp | 80.0%-68.8pp |
| Annual return | 6.17% | 38.48%-32.3pp | 31.81%-25.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,298 | $4,640-72.0% | $4,048-67.9% | $6,407-79.7% |
| Admin fee / account holder | $44,249 | $10,129+336.9% | $8,703+408.4% | $12,270+260.6% |