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 | $22,516 | $51,736-56.5% | $120,225-81.3% | $67,986-66.9% |
| Participation rate | 22.9% | 46.1%-23.2pp | 69.6%-46.7pp | 57.2%-34.3pp |
| Annual return | 17.34% | 31.98%-14.6pp | 439.23%-421.9pp | 31.67%-14.3pp |
| Employer contribution / active EE | $380 | $1,071-64.5% | $3,475-89.1% | $2,019-81.2% |
| Participant deferral / active EE | $1,270 | $2,206-42.4% | $3,999-68.2% | $3,358-62.2% |
| Admin fee / account holder | $1,509 | $4,159-63.7% | $5,696-73.5% | $3,203-52.9% |