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 | $153,708 | $83,369+84.4% | $105,223+46.1% | $67,986+126.1% |
| Participation rate | 21.4% | 56.3%-34.9pp | 75.0%-53.6pp | 57.2%-35.8pp |
| Annual return | 22.18% | 24.64%-2.5pp | 180.65%-158.5pp | 31.67%-9.5pp |
| Employer contribution / active EE | $790 | $2,541-68.9% | $3,689-78.6% | $2,019-60.9% |
| Participant deferral / active EE | $1,626 | $3,295-50.7% | $5,072-67.9% | $3,358-51.6% |
| Admin fee / account holder | $1,699 | $4,073-58.3% | $8,859-80.8% | $3,203-47.0% |