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 | $72,785 | $62,409+16.6% | $120,368-39.5% | $74,546-2.4% |
| Participation rate | 49.5% | 56.8%-7.2pp | 71.9%-22.4pp | 67.2%-17.7pp |
| Annual return | 19.43% | 18.62%+0.8pp | 107.26%-87.8pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $965 | $1,847-47.7% | $3,465-72.1% | $2,624-63.2% |
| Participant deferral / active EE | $2,928 | $2,888+1.4% | $4,991-41.3% | $4,347-32.6% |
| Admin fee / account holder | $10,746 | $2,394+348.9% | $9,429+14.0% | $1,944+452.9% |