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 | $71,848 | $73,787-2.6% | $98,716-27.2% | $82,448-12.9% |
| Participation rate | 48.9% | 61.4%-12.5pp | 69.3%-20.4pp | 68.1%-19.2pp |
| Annual return | 15.76% | 18.57%-2.8pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,534 | $3,081-17.8% | $4,048-37.4% | $4,139-38.8% |
| Admin fee / account holder | $28,996 | $6,500+346.1% | $8,703+233.2% | $7,234+300.8% |