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 | $68,856 | $51,638+33.3% | $68,368+0.7% | $82,448-16.5% |
| Participation rate | 42.9% | 63.6%-20.8pp | 73.8%-30.9pp | 68.1%-25.2pp |
| Annual return | 14.69% | 37.53%-22.8pp | 292.57%-277.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $254 | $2,047-87.6% | $2,649-90.4% | $2,551-90.0% |
| Participant deferral / active EE | $1,114 | $2,914-61.8% | $4,123-73.0% | $4,139-73.1% |
| Admin fee / account holder | $10,348 | $4,643+122.9% | $5,150+100.9% | $7,234+43.0% |