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 5-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 | $28,523 | $45,312-37.1% | $86,233-66.9% | $67,986-58.0% |
| Participation rate | 28.5% | 42.4%-13.9pp | 69.0%-40.5pp | 57.2%-28.7pp |
| Annual return | 25.72% | 24.79%+0.9pp | 61.39%-35.7pp | 31.67%-5.9pp |
| Employer contribution / active EE | $651 | $1,160-43.8% | $2,504-74.0% | $2,019-67.7% |
| Participant deferral / active EE | $1,425 | $2,185-34.8% | $4,559-68.7% | $3,358-57.6% |
| Admin fee / account holder | $860 | $3,295-73.9% | $8,342-89.7% | $3,203-73.1% |