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 | $22,943 | $56,060-59.1% | $76,002-69.8% | $80,874-71.6% |
| Participation rate | 18.2% | 62.0%-43.9pp | 69.1%-50.9pp | 67.6%-49.5pp |
| Annual return | 16.12% | 20.54%-4.4pp | 360.07%-343.9pp | 35.62%-19.5pp |
| Employer contribution / active EE | $627 | $1,873-66.5% | $2,688-76.7% | $2,756-77.2% |
| Participant deferral / active EE | $2,494 | $3,051-18.3% | $4,257-41.4% | $4,297-42.0% |
| Admin fee / account holder | $5,361 | $5,237+2.4% | $6,414-16.4% | $6,935-22.7% |