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 10-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 | $30,237 | $29,667+1.9% | $56,441-46.4% | $80,874-62.6% |
| Participation rate | 31.4% | 41.7%-10.2pp | 52.5%-21.1pp | 67.6%-36.2pp |
| Annual return | 12.00% | 35.22%-23.2pp | 1704.21%-1692.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $244 | $669-63.6% | $1,039-76.5% | $2,756-91.2% |
| Participant deferral / active EE | $579 | $1,227-52.8% | $1,953-70.4% | $4,297-86.5% |
| Admin fee / account holder | $4,261 | $2,429+75.4% | $2,829+50.6% | $6,935-38.6% |