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 | $166,805 | $81,446+104.8% | $103,374+61.4% | $80,874+106.3% |
| Participation rate | 30.0% | 66.9%-36.9pp | 74.5%-44.5pp | 67.6%-37.6pp |
| Annual return | 12.27% | 25.57%-13.3pp | 24.89%-12.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,600 | $3,870-58.7% | $5,058-68.4% | $4,297-62.8% |
| Admin fee / account holder | $36,438 | $6,715+442.6% | $8,394+334.1% | $6,935+425.4% |