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 | $41,335 | $45,031-8.2% | $85,009-51.4% | $77,671-46.8% |
| Participation rate | 20.9% | 48.7%-27.8pp | 67.5%-46.6pp | 70.6%-49.7pp |
| Annual return | 12.06% | 79.22%-67.2pp | 66.47%-54.4pp | 31.21%-19.1pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,217 | $2,807-56.7% | $4,522-73.1% | $4,648-73.8% |
| Admin fee / account holder | $1,650 | $912+80.9% | $6,153-73.2% | $430+283.3% |