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 | $141,709 | $29,667+377.7% | $56,441+151.1% | $80,874+75.2% |
| Participation rate | 20.7% | 41.7%-21.0pp | 52.5%-31.8pp | 67.6%-47.0pp |
| Annual return | 13.36% | 35.22%-21.9pp | 1704.21%-1690.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $244 | $669-63.5% | $1,039-76.5% | $2,756-91.1% |
| Participant deferral / active EE | $784 | $1,227-36.1% | $1,953-59.9% | $4,297-81.8% |
| Admin fee / account holder | $8,614 | $2,429+254.6% | $2,829+204.5% | $6,935+24.2% |