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 | $171,625 | $52,353+227.8% | $120,225+42.8% | $82,448+108.2% |
| Participation rate | 28.2% | 58.3%-30.1pp | 69.6%-41.4pp | 68.1%-39.9pp |
| Annual return | 14.45% | 61.85%-47.4pp | 439.23%-424.8pp | 41.64%-27.2pp |
| Employer contribution / active EE | $574 | $1,510-62.0% | $3,475-83.5% | $2,551-77.5% |
| Participant deferral / active EE | $2,380 | $2,627-9.4% | $3,999-40.5% | $4,139-42.5% |
| Admin fee / account holder | $19,916 | $4,363+356.5% | $5,696+249.6% | $7,234+175.3% |