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 | $52,063 | $63,703-18.3% | $93,063-44.1% | $82,448-36.9% |
| Participation rate | 44.4% | 63.8%-19.4pp | 72.1%-27.7pp | 68.1%-23.6pp |
| Annual return | 16.49% | -775.43%+791.9pp | 34.15%-17.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $658 | $1,729-62.0% | $2,476-73.4% | $2,551-74.2% |
| Participant deferral / active EE | $1,768 | $2,919-39.4% | $3,958-55.3% | $4,139-57.3% |
| Admin fee / account holder | $7,786 | $5,982+30.2% | $6,033+29.1% | $7,234+7.6% |