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 | $53,507 | $210,343-74.6% | $153,432-65.1% | $145,959-63.3% |
| Participation rate | 54.5% | 82.1%-27.6pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 10.59% | 13.38%-2.8pp | 15.66%-5.1pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,705 | $7,977-66.1% | $6,757-60.0% | $6,689-59.6% |
| Admin fee / account holder | $3,777 | $19,424-80.6% | $12,725-70.3% | $13,398-71.8% |