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 8-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 | $42,311 | $51,638-18.1% | $68,368-38.1% | $82,448-48.7% |
| Participation rate | 47.8% | 63.6%-15.8pp | 73.8%-25.9pp | 68.1%-20.2pp |
| Annual return | 27.31% | 37.53%-10.2pp | 292.57%-265.3pp | 41.64%-14.3pp |
| Employer contribution / active EE | $970 | $2,047-52.6% | $2,649-63.4% | $2,551-62.0% |
| Participant deferral / active EE | $3,871 | $2,914+32.9% | $4,123-6.1% | $4,139-6.5% |
| Admin fee / account holder | $8,853 | $4,643+90.7% | $5,150+71.9% | $7,234+22.4% |