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 | $121,274 | $88,087+37.7% | $164,866-26.4% | $74,546+62.7% |
| Participation rate | 41.3% | 73.1%-31.7pp | 78.6%-37.3pp | 67.2%-25.9pp |
| Annual return | 12.84% | 17.27%-4.4pp | 69.97%-57.1pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $0 | $2,595-100.0% | $4,343-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,256 | $4,499-27.6% | $6,033-46.0% | $4,347-25.1% |
| Admin fee / account holder | $10,850 | $2,232+386.2% | $12,689-14.5% | $1,944+458.3% |