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 | $69,976 | $106,749-34.4% | $145,433-51.9% | $82,448-15.1% |
| Participation rate | 31.4% | 75.6%-44.2pp | 82.1%-50.7pp | 68.1%-36.6pp |
| Annual return | 17.83% | 27.59%-9.8pp | 66.58%-48.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $938 | $3,444-72.8% | $4,554-79.4% | $2,551-63.2% |
| Participant deferral / active EE | $2,688 | $6,519-58.8% | $7,897-66.0% | $4,139-35.1% |
| Admin fee / account holder | $396 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |