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 | $78,067 | $80,812-3.4% | $160,784-51.4% | $82,448-5.3% |
| Participation rate | 59.3% | 66.2%-6.9pp | 77.0%-17.6pp | 68.1%-8.7pp |
| Annual return | 16.03% | 100.59%-84.6pp | 1803.92%-1787.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,793 | $2,174-17.5% | $3,733-52.0% | $2,551-29.7% |
| Participant deferral / active EE | $4,538 | $4,335+4.7% | $6,293-27.9% | $4,139+9.6% |
| Admin fee / account holder | $2,436 | $7,695-68.3% | $9,717-74.9% | $7,234-66.3% |