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 | $39,342 | $106,749-63.1% | $145,433-72.9% | $82,448-52.3% |
| Participation rate | 61.5% | 75.6%-14.1pp | 82.1%-20.6pp | 68.1%-6.5pp |
| Annual return | 10.98% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,458 | $3,444-57.7% | $4,554-68.0% | $2,551-42.8% |
| Participant deferral / active EE | $6,604 | $6,519+1.3% | $7,897-16.4% | $4,139+59.5% |
| Admin fee / account holder | $14,140 | $8,390+68.5% | $13,129+7.7% | $7,234+95.5% |