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 9-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 | $14,584 | $58,234-75.0% | $81,783-82.2% | $80,874-82.0% |
| Participation rate | 65.0% | 63.4%+1.6pp | 72.4%-7.4pp | 67.6%-2.6pp |
| Annual return | 15.10% | 41.70%-26.6pp | 775.05%-759.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $746 | $2,341-68.1% | $2,913-74.4% | $2,756-72.9% |
| Participant deferral / active EE | $1,151 | $3,283-65.0% | $4,320-73.4% | $4,297-73.2% |
| Admin fee / account holder | $4,184 | $4,982-16.0% | $7,380-43.3% | $6,935-39.7% |