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 4-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 | $13,655 | $76,407-82.1% | $150,298-90.9% | $82,448-83.4% |
| Participation rate | 53.7% | 66.4%-12.7pp | 77.8%-24.1pp | 68.1%-14.4pp |
| Annual return | 20.75% | 39.99%-19.2pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $744 | $2,614-71.5% | $4,154-82.1% | $2,551-70.8% |
| Participant deferral / active EE | $1,384 | $3,214-56.9% | $5,453-74.6% | $4,139-66.6% |
| Admin fee / account holder | $467 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |