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 | $22,900 | $52,353-56.3% | $120,225-81.0% | $82,448-72.2% |
| Participation rate | 42.3% | 58.3%-16.1pp | 69.6%-27.3pp | 68.1%-25.8pp |
| Annual return | 55.86% | 61.85%-6.0pp | 439.23%-383.4pp | 41.64%+14.2pp |
| Employer contribution / active EE | $1,308 | $1,510-13.4% | $3,475-62.4% | $2,551-48.7% |
| Participant deferral / active EE | $3,030 | $2,627+15.3% | $3,999-24.2% | $4,139-26.8% |
| Admin fee / account holder | $5,594 | $4,363+28.2% | $5,696-1.8% | $7,234-22.7% |