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 9-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 | $56,004 | $86,922-35.6% | $102,438-45.3% | $80,874-30.8% |
| Participation rate | 44.7% | 72.4%-27.6pp | 76.5%-31.8pp | 67.6%-22.9pp |
| Annual return | 11.66% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,286 | $2,369-45.7% | $3,024-57.5% | $2,756-53.3% |
| Participant deferral / active EE | $2,625 | $4,119-36.3% | $5,054-48.1% | $4,297-38.9% |
| Admin fee / account holder | $2,284 | $8,050-71.6% | $9,448-75.8% | $6,935-67.1% |