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 | $134,139 | $106,749+25.7% | $145,433-7.8% | $82,448+62.7% |
| Participation rate | 42.9% | 75.6%-32.8pp | 82.1%-39.3pp | 68.1%-25.2pp |
| Annual return | 18.90% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,867 | $6,519+5.4% | $7,897-13.0% | $4,139+65.9% |
| Admin fee / account holder | $10,487 | $8,390+25.0% | $13,129-20.1% | $7,234+45.0% |