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 | $58,060 | $44,984+29.1% | $85,009-31.7% | $74,546-22.1% |
| Participation rate | 26.1% | 49.4%-23.3pp | 67.5%-41.4pp | 67.2%-41.1pp |
| Annual return | 12.74% | 26.25%-13.5pp | 66.47%-53.7pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,471 | $2,733-9.6% | $4,522-45.3% | $4,347-43.2% |
| Admin fee / account holder | $3,375 | $2,208+52.9% | $6,153-45.1% | $1,944+73.7% |