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 5-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 | $26,373 | $55,472-52.5% | $155,567-83.0% | $74,546-64.6% |
| Participation rate | 33.3% | 61.9%-28.6pp | 78.2%-44.9pp | 67.2%-33.9pp |
| Annual return | 18.47% | 268.72%-250.3pp | 64.74%-46.3pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $512 | $2,269-77.4% | $4,674-89.0% | $2,624-80.5% |
| Participant deferral / active EE | $2,045 | $2,838-27.9% | $5,628-63.7% | $4,347-53.0% |
| Admin fee / account holder | $1,213 | $1,743-30.4% | $15,916-92.4% | $1,944-37.6% |