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 | $51,966 | $29,319+77.2% | $52,425-0.9% | $82,448-37.0% |
| Participation rate | 48.5% | 46.9%+1.7pp | 55.6%-7.1pp | 68.1%-19.5pp |
| Annual return | 19.54% | 535.20%-515.7pp | 302.12%-282.6pp | 41.64%-22.1pp |
| Employer contribution / active EE | $478 | $586-18.4% | $914-47.7% | $2,551-81.2% |
| Participant deferral / active EE | $1,442 | $1,171+23.1% | $1,790-19.5% | $4,139-65.2% |
| Admin fee / account holder | $1,416 | $1,962-27.8% | $2,495-43.2% | $7,234-80.4% |