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 | $78,440 | $77,164+1.7% | $178,014-55.9% | $80,874-3.0% |
| Participation rate | 55.7% | 65.7%-10.0pp | 77.1%-21.4pp | 67.6%-12.0pp |
| Annual return | 11.95% | 18.09%-6.1pp | 294.80%-282.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,941 | $2,288-15.2% | $3,950-50.9% | $2,756-29.6% |
| Participant deferral / active EE | $3,547 | $4,408-19.5% | $6,276-43.5% | $4,297-17.5% |
| Admin fee / account holder | $22,867 | $7,164+219.2% | $10,362+120.7% | $6,935+229.7% |