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 | $42,736 | $29,667+44.1% | $56,441-24.3% | $80,874-47.2% |
| Participation rate | 32.0% | 41.7%-9.7pp | 52.5%-20.5pp | 67.6%-35.6pp |
| Annual return | 13.47% | 35.22%-21.7pp | 1704.21%-1690.7pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,283 | $669+91.6% | $1,039+23.4% | $2,756-53.5% |
| Participant deferral / active EE | $1,706 | $1,227+39.1% | $1,953-12.6% | $4,297-60.3% |
| Admin fee / account holder | $5,482 | $2,429+125.6% | $2,829+93.8% | $6,935-21.0% |