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 4-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 | $11,786 | $67,823-82.6% | $52,425-77.5% | $137,256-91.4% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 13.91% | 219.11%-205.2pp | 302.12%-288.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $260 | $1,163-77.6% | $914-71.5% | $4,156-93.7% |
| Participant deferral / active EE | $360 | $2,288-84.3% | $1,790-79.9% | $6,407-94.4% |
| Admin fee / account holder | $515 | $2,844-81.9% | $2,495-79.4% | $12,270-95.8% |