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 | $32,582 | $38,967-16.4% | $86,233-62.2% | $79,634-59.1% |
| Participation rate | 5.9% | 34.1%-28.1pp | 69.0%-63.1pp | 62.5%-56.5pp |
| Annual return | 17.63% | 49.90%-32.3pp | 61.39%-43.8pp | 36.46%-18.8pp |
| Employer contribution / active EE | $181 | $868-79.2% | $2,504-92.8% | $2,529-92.8% |
| Participant deferral / active EE | $370 | $1,663-77.7% | $4,559-91.9% | $3,835-90.4% |
| Admin fee / account holder | $1,756 | $2,660-34.0% | $8,342-78.9% | $1,002+75.3% |