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 | $196,046 | $88,672+121.1% | $105,223+86.3% | $82,448+137.8% |
| Participation rate | 38.1% | 67.9%-29.8pp | 75.0%-36.9pp | 68.1%-30.0pp |
| Annual return | 14.62% | 30.86%-16.2pp | 180.65%-166.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,596 | $4,036-35.7% | $5,072-48.8% | $4,139-37.3% |
| Admin fee / account holder | $8,953 | $7,146+25.3% | $8,859+1.1% | $7,234+23.8% |