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 | $56,006 | $83,369-32.8% | $105,223-46.8% | $67,986-17.6% |
| Participation rate | 33.3% | 56.3%-23.0pp | 75.0%-41.7pp | 57.2%-23.9pp |
| Annual return | 16.77% | 24.64%-7.9pp | 180.65%-163.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,075 | $2,541-57.7% | $3,689-70.9% | $2,019-46.8% |
| Participant deferral / active EE | $2,398 | $3,295-27.2% | $5,072-52.7% | $3,358-28.6% |
| Admin fee / account holder | $6,255 | $4,073+53.6% | $8,859-29.4% | $3,203+95.3% |