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 | $33,968 | $132,634-74.4% | $115,768-70.7% | $137,256-75.3% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.4%-9.2pp | 80.0%-14.7pp |
| Annual return | 13.97% | 160.70%-146.7pp | 100.46%-86.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,592 | $5,619-53.9% | $4,917-47.3% | $6,407-59.5% |
| Admin fee / account holder | $108,320 | $15,028+620.8% | $12,439+770.8% | $12,270+782.8% |