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 | $51,437 | $132,634-61.2% | $115,768-55.6% | $137,256-62.5% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.4%-28.6pp | 80.0%-34.1pp |
| Annual return | 14.78% | 160.70%-145.9pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,072 | $5,619+43.7% | $4,917+64.2% | $6,407+26.0% |
| Admin fee / account holder | $1,872 | $15,028-87.5% | $12,439-85.0% | $12,270-84.7% |