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 | $110,125 | $67,894+62.2% | $89,340+23.3% | $82,448+33.6% |
| Participation rate | 42.4% | 64.0%-21.7pp | 69.6%-27.2pp | 68.1%-25.7pp |
| Annual return | 4.80% | 19.21%-14.4pp | 20.57%-15.8pp | 41.64%-36.8pp |
| Employer contribution / active EE | $1,136 | $1,828-37.9% | $2,231-49.1% | $2,551-55.5% |
| Participant deferral / active EE | $2,840 | $3,072-7.6% | $3,823-25.7% | $4,139-31.4% |
| Admin fee / account holder | $8,937 | $5,723+56.2% | $6,704+33.3% | $7,234+23.5% |