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 | $67,866 | $72,071-5.8% | $68,368-0.7% | $137,256-50.6% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 15.14% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,793 | $2,788-35.7% | $2,649-32.3% | $4,156-56.9% |
| Participant deferral / active EE | $3,236 | $4,410-26.6% | $4,123-21.5% | $6,407-49.5% |
| Admin fee / account holder | $14,710 | $5,336+175.7% | $5,150+185.7% | $12,270+19.9% |