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 | $39,860 | $57,057-30.1% | $85,009-53.1% | $80,874-50.7% |
| Participation rate | 24.2% | 56.4%-32.1pp | 67.5%-43.3pp | 67.6%-43.4pp |
| Annual return | 18.92% | 21.66%-2.7pp | 66.47%-47.5pp | 35.62%-16.7pp |
| Employer contribution / active EE | $634 | $1,799-64.8% | $2,728-76.8% | $2,756-77.0% |
| Participant deferral / active EE | $1,447 | $3,112-53.5% | $4,522-68.0% | $4,297-66.3% |
| Admin fee / account holder | $18,157 | $4,986+264.2% | $6,153+195.1% | $6,935+161.8% |