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 | $58,467 | $45,343+28.9% | $150,298-61.1% | $67,986-14.0% |
| Participation rate | 22.1% | 51.9%-29.7pp | 77.8%-55.6pp | 57.2%-35.1pp |
| Annual return | 15.80% | 33.28%-17.5pp | 62.79%-47.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $742 | $1,462-49.3% | $4,154-82.1% | $2,019-63.3% |
| Participant deferral / active EE | $971 | $2,055-52.8% | $5,453-82.2% | $3,358-71.1% |
| Admin fee / account holder | $1,279 | $2,250-43.1% | $14,116-90.9% | $3,203-60.1% |