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 | $26,887 | $29,319-8.3% | $52,425-48.7% | $82,448-67.4% |
| Participation rate | 51.2% | 46.9%+4.3pp | 55.6%-4.5pp | 68.1%-16.9pp |
| Annual return | 15.12% | 535.20%-520.1pp | 302.12%-287.0pp | 41.64%-26.5pp |
| Employer contribution / active EE | $121 | $586-79.4% | $914-86.8% | $2,551-95.3% |
| Participant deferral / active EE | $1,466 | $1,171+25.1% | $1,790-18.1% | $4,139-64.6% |
| Admin fee / account holder | $2,165 | $1,962+10.3% | $2,495-13.2% | $7,234-70.1% |