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 | $26,970 | $88,672-69.6% | $105,223-74.4% | $82,448-67.3% |
| Participation rate | 26.6% | 67.9%-41.3pp | 75.0%-48.5pp | 68.1%-41.5pp |
| Annual return | 15.18% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,429 | $3,048-53.1% | $3,689-61.3% | $2,551-44.0% |
| Participant deferral / active EE | $1,894 | $4,036-53.1% | $5,072-62.7% | $4,139-54.2% |
| Admin fee / account holder | $11,956 | $7,146+67.3% | $8,859+35.0% | $7,234+65.3% |