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 | $52,460 | $73,397-28.5% | $178,014-70.5% | $74,546-29.6% |
| Participation rate | 42.2% | 66.6%-24.4pp | 77.1%-34.9pp | 67.2%-25.0pp |
| Annual return | 15.20% | 17.49%-2.3pp | 294.80%-279.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,152 | $2,217-48.1% | $3,950-70.8% | $2,624-56.1% |
| Participant deferral / active EE | $2,454 | $4,512-45.6% | $6,276-60.9% | $4,347-43.5% |
| Admin fee / account holder | $5,243 | $1,809+189.8% | $10,362-49.4% | $1,944+169.8% |