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 | $8,424 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 66.0% | 66.4%-0.4pp | 77.8%-11.8pp | 68.1%-2.1pp |
| Annual return | 13.57% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $309 | $2,614-88.2% | $4,154-92.6% | $2,551-87.9% |
| Participant deferral / active EE | $903 | $3,214-71.9% | $5,453-83.4% | $4,139-78.2% |
| Admin fee / account holder | $743 | $6,352-88.3% | $14,116-94.7% | $7,234-89.7% |