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 | $47,878 | $63,703-24.8% | $93,063-48.6% | $82,448-41.9% |
| Participation rate | 59.5% | 63.8%-4.4pp | 72.1%-12.7pp | 68.1%-8.6pp |
| Annual return | 16.34% | -775.43%+791.8pp | 34.15%-17.8pp | 41.64%-25.3pp |
| Employer contribution / active EE | $864 | $1,729-50.0% | $2,476-65.1% | $2,551-66.1% |
| Participant deferral / active EE | $3,422 | $2,919+17.2% | $3,958-13.6% | $4,139-17.3% |
| Admin fee / account holder | $9,135 | $5,982+52.7% | $6,033+51.4% | $7,234+26.3% |