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 | $167,287 | $80,812+107.0% | $160,784+4.0% | $82,448+102.9% |
| Participation rate | 46.4% | 66.2%-19.9pp | 77.0%-30.6pp | 68.1%-21.7pp |
| Annual return | 13.15% | 100.59%-87.4pp | 1803.92%-1790.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,200 | $2,174-44.8% | $3,733-67.9% | $2,551-53.0% |
| Participant deferral / active EE | $5,510 | $4,335+27.1% | $6,293-12.4% | $4,139+33.1% |
| Admin fee / account holder | $36,228 | $7,695+370.8% | $9,717+272.8% | $7,234+400.8% |