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 | $41,301 | $51,638-20.0% | $68,368-39.6% | $82,448-49.9% |
| Participation rate | 64.8% | 63.6%+1.2pp | 73.8%-8.9pp | 68.1%-3.2pp |
| Annual return | 15.04% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $986 | $2,047-51.8% | $2,649-62.8% | $2,551-61.4% |
| Participant deferral / active EE | $2,871 | $2,914-1.5% | $4,123-30.4% | $4,139-30.6% |
| Admin fee / account holder | $1,020 | $4,643-78.0% | $5,150-80.2% | $7,234-85.9% |