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 3-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 | $24,032 | $111,814-78.5% | $103,374-76.8% | $145,959-83.5% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 81.21% | 24.77%+56.4pp | 24.89%+56.3pp | 561.95%-480.7pp |
| Employer contribution / active EE | $1,700 | $4,214-59.7% | $3,869-56.1% | $4,661-63.5% |
| Participant deferral / active EE | $2,882 | $5,618-48.7% | $5,058-43.0% | $6,689-56.9% |
| Admin fee / account holder | $767 | $9,754-92.1% | $8,394-90.9% | $13,398-94.3% |