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 | $15,992 | $67,823-76.4% | $52,425-69.5% | $137,256-88.3% |
| Participation rate | 55.0% | 63.9%-8.9pp | 55.6%-0.6pp | 80.0%-25.0pp |
| Annual return | 22.12% | 219.11%-197.0pp | 302.12%-280.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,289 | $1,163+10.9% | $914+41.0% | $4,156-69.0% |
| Participant deferral / active EE | $2,347 | $2,288+2.6% | $1,790+31.1% | $6,407-63.4% |
| Admin fee / account holder | $634 | $2,844-77.7% | $2,495-74.6% | $12,270-94.8% |