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 | $77,778 | $80,812-3.8% | $160,784-51.6% | $82,448-5.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 15.51% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,268 | $2,174-41.7% | $3,733-66.0% | $2,551-50.3% |
| Participant deferral / active EE | $2,992 | $4,335-31.0% | $6,293-52.4% | $4,139-27.7% |
| Admin fee / account holder | $1,760 | $7,695-77.1% | $9,717-81.9% | $7,234-75.7% |