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 | $103,975 | $78,483+32.5% | $106,201-2.1% | $74,546+39.5% |
| Participation rate | 35.1% | 72.8%-37.7pp | 75.3%-40.2pp | 67.2%-32.1pp |
| Annual return | 18.31% | 15.94%+2.4pp | 116.26%-98.0pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $0 | $2,522-100.0% | $3,170-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,533 | $4,320-18.2% | $5,012-29.5% | $4,347-18.7% |
| Admin fee / account holder | $3,583 | $2,236+60.3% | $11,039-67.5% | $1,944+84.3% |