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 | $47,685 | $67,823-29.7% | $52,425-9.0% | $137,256-65.3% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 13.45% | 219.11%-205.7pp | 302.12%-288.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $512 | $1,163-55.9% | $914-44.0% | $4,156-87.7% |
| Participant deferral / active EE | $534 | $2,288-76.6% | $1,790-70.2% | $6,407-91.7% |
| Admin fee / account holder | $748 | $2,844-73.7% | $2,495-70.0% | $12,270-93.9% |