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 | $30,920 | $51,638-40.1% | $68,368-54.8% | $82,448-62.5% |
| Participation rate | 58.5% | 63.6%-5.1pp | 73.8%-15.2pp | 68.1%-9.5pp |
| Annual return | 30.81% | 37.53%-6.7pp | 292.57%-261.8pp | 41.64%-10.8pp |
| Employer contribution / active EE | $1,607 | $2,047-21.5% | $2,649-39.3% | $2,551-37.0% |
| Participant deferral / active EE | $2,220 | $2,914-23.8% | $4,123-46.1% | $4,139-46.4% |
| Admin fee / account holder | $2,580 | $4,643-44.4% | $5,150-49.9% | $7,234-64.3% |