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 | $62,716 | $58,234+7.7% | $81,783-23.3% | $80,874-22.5% |
| Participation rate | 38.5% | 63.4%-25.0pp | 72.4%-33.9pp | 67.6%-29.2pp |
| Annual return | 15.06% | 41.70%-26.6pp | 775.05%-760.0pp | 35.62%-20.6pp |
| Employer contribution / active EE | $415 | $2,341-82.3% | $2,913-85.8% | $2,756-84.9% |
| Participant deferral / active EE | $5,490 | $3,283+67.2% | $4,320+27.1% | $4,297+27.8% |
| Admin fee / account holder | $3,713 | $4,982-25.5% | $7,380-49.7% | $6,935-46.5% |