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 | $29,350 | $29,319+0.1% | $52,425-44.0% | $82,448-64.4% |
| Participation rate | 31.9% | 46.9%-14.9pp | 55.6%-23.7pp | 68.1%-36.2pp |
| Annual return | 16.59% | 535.20%-518.6pp | 302.12%-285.5pp | 41.64%-25.0pp |
| Employer contribution / active EE | $643 | $586+9.7% | $914-29.6% | $2,551-74.8% |
| Participant deferral / active EE | $1,697 | $1,171+44.9% | $1,790-5.2% | $4,139-59.0% |
| Admin fee / account holder | $376 | $1,962-80.9% | $2,495-84.9% | $7,234-94.8% |