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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,483 | $87,166-13.4% | $76,735-1.6% | $137,256-45.0% |
| Participation rate | 55.0% | 74.4%-19.4pp | 69.5%-14.5pp | 80.0%-25.0pp |
| Annual return | 11.33% | 26.50%-15.2pp | 29.77%-18.4pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,243 | $4,726-31.4% | $4,088-20.7% | $6,407-49.4% |
| Admin fee / account holder | $28,152 | $8,403+235.0% | $7,189+291.6% | $12,270+129.4% |