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 8-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 | $50,478 | $61,789-18.3% | $97,167-48.1% | $80,874-37.6% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.7%-19.1pp | 67.6%-14.1pp |
| Annual return | 12.93% | -557.90%+570.8pp | 75.27%-62.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,213 | $1,837-33.9% | $2,729-55.5% | $2,756-56.0% |
| Participant deferral / active EE | $2,459 | $3,028-18.8% | $4,264-42.3% | $4,297-42.8% |
| Admin fee / account holder | $2,993 | $5,168-42.1% | $5,650-47.0% | $6,935-56.8% |