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 7-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 | $36,715 | $88,672-58.6% | $105,223-65.1% | $82,448-55.5% |
| Participation rate | 43.1% | 67.9%-24.8pp | 75.0%-31.9pp | 68.1%-24.9pp |
| Annual return | 15.29% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,269 | $3,048-58.4% | $3,689-65.6% | $2,551-50.3% |
| Participant deferral / active EE | $2,842 | $4,036-29.6% | $5,072-44.0% | $4,139-31.3% |
| Admin fee / account holder | $6,643 | $7,146-7.0% | $8,859-25.0% | $7,234-8.2% |