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 | $60,167 | $88,672-32.1% | $105,223-42.8% | $82,448-27.0% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 18.78% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,573 | $3,048-48.4% | $3,689-57.4% | $2,551-38.3% |
| Participant deferral / active EE | $6,737 | $4,036+66.9% | $5,072+32.8% | $4,139+62.8% |
| Admin fee / account holder | $479 | $7,146-93.3% | $8,859-94.6% | $7,234-93.4% |