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 | $29,259 | $102,245-71.4% | $89,340-67.3% | $137,256-78.7% |
| Participation rate | 31.6% | 74.9%-43.3pp | 69.6%-38.0pp | 80.0%-48.4pp |
| Annual return | 10.87% | 21.89%-11.0pp | 20.57%-9.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,925 | $4,436-56.6% | $3,823-49.6% | $6,407-69.9% |
| Admin fee / account holder | $17,362 | $8,085+114.7% | $6,704+159.0% | $12,270+41.5% |