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 | $87,590 | $58,234+50.4% | $81,783+7.1% | $80,874+8.3% |
| Participation rate | 42.9% | 63.4%-20.6pp | 72.4%-29.5pp | 67.6%-24.8pp |
| Annual return | 12.39% | 41.70%-29.3pp | 775.05%-762.7pp | 35.62%-23.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,527 | $3,283-53.5% | $4,320-64.6% | $4,297-64.5% |
| Admin fee / account holder | $1,904 | $4,982-61.8% | $7,380-74.2% | $6,935-72.6% |