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 | $21,903 | $56,060-60.9% | $76,002-71.2% | $80,874-72.9% |
| Participation rate | 46.4% | 62.0%-15.6pp | 69.1%-22.7pp | 67.6%-21.2pp |
| Annual return | 11.67% | 20.54%-8.9pp | 360.07%-348.4pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,398 | $1,873-25.4% | $2,688-48.0% | $2,756-49.3% |
| Participant deferral / active EE | $2,115 | $3,051-30.7% | $4,257-50.3% | $4,297-50.8% |
| Admin fee / account holder | $2,053 | $5,237-60.8% | $6,414-68.0% | $6,935-70.4% |