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 | $67,055 | $95,453-29.8% | $112,040-40.2% | $82,448-18.7% |
| Participation rate | 43.3% | 72.8%-29.4pp | 76.5%-33.2pp | 68.1%-24.7pp |
| Annual return | 13.11% | 23.92%-10.8pp | 24.52%-11.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,481 | $2,318-36.1% | $2,954-49.9% | $2,551-42.0% |
| Participant deferral / active EE | $3,051 | $4,224-27.8% | $5,098-40.1% | $4,139-26.3% |
| Admin fee / account holder | $78,086 | $9,013+766.3% | $12,098+545.4% | $7,234+979.4% |