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 8-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 | $38,328 | $88,672-56.8% | $105,223-63.6% | $82,448-53.5% |
| Participation rate | 46.3% | 67.9%-21.7pp | 75.0%-28.8pp | 68.1%-21.8pp |
| Annual return | 20.50% | 30.86%-10.4pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $2,112 | $3,048-30.7% | $3,689-42.8% | $2,551-17.2% |
| Participant deferral / active EE | $4,063 | $4,036+0.7% | $5,072-19.9% | $4,139-1.8% |
| Admin fee / account holder | $4,607 | $7,146-35.5% | $8,859-48.0% | $7,234-36.3% |