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 | $57,165 | $78,483-27.2% | $106,201-46.2% | $74,546-23.3% |
| Participation rate | 42.2% | 72.8%-30.6pp | 75.3%-33.1pp | 67.2%-25.1pp |
| Annual return | 11.82% | 15.94%-4.1pp | 116.26%-104.4pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,195 | $2,522-52.6% | $3,170-62.3% | $2,624-54.5% |
| Participant deferral / active EE | $2,321 | $4,320-46.3% | $5,012-53.7% | $4,347-46.6% |
| Admin fee / account holder | $10,989 | $2,236+391.6% | $11,039-0.5% | $1,944+465.4% |