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 | $55,895 | $45,343+23.3% | $150,298-62.8% | $67,986-17.8% |
| Participation rate | 20.3% | 51.9%-31.6pp | 77.8%-57.5pp | 57.2%-36.9pp |
| Annual return | 39.68% | 33.28%+6.4pp | 62.79%-23.1pp | 31.67%+8.0pp |
| Employer contribution / active EE | $280 | $1,462-80.9% | $4,154-93.3% | $2,019-86.1% |
| Participant deferral / active EE | $810 | $2,055-60.6% | $5,453-85.1% | $3,358-75.9% |
| Admin fee / account holder | $1,385 | $2,250-38.4% | $14,116-90.2% | $3,203-56.8% |