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 | $83,137 | $99,921-16.8% | $85,009-2.2% | $145,959-43.0% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 11.33% | 83.89%-72.6pp | 66.47%-55.1pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,004 | $3,233-68.9% | $2,728-63.2% | $4,661-78.5% |
| Participant deferral / active EE | $3,020 | $5,293-42.9% | $4,522-33.2% | $6,689-54.9% |
| Admin fee / account holder | $864 | $7,252-88.1% | $6,153-86.0% | $13,398-93.6% |