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 | $55,640 | $29,667+87.5% | $56,441-1.4% | $80,874-31.2% |
| Participation rate | 8.5% | 41.7%-33.2pp | 52.5%-44.0pp | 67.6%-59.1pp |
| Annual return | 12.64% | 35.22%-22.6pp | 1704.21%-1691.6pp | 35.62%-23.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $239 | $1,227-80.5% | $1,953-87.7% | $4,297-94.4% |
| Admin fee / account holder | $508 | $2,429-79.1% | $2,829-82.0% | $6,935-92.7% |