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 | $51,365 | $80,731-36.4% | $103,374-50.3% | $74,546-31.1% |
| Participation rate | 58.2% | 65.7%-7.5pp | 74.5%-16.3pp | 67.2%-9.0pp |
| Annual return | 16.34% | 27.56%-11.2pp | 24.89%-8.5pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,630 | $3,860-31.9% | $5,058-48.0% | $4,347-39.5% |
| Admin fee / account holder | $7,427 | $2,369+213.6% | $8,394-11.5% | $1,944+282.2% |