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 3-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 | $20,994 | $56,060-62.6% | $76,002-72.4% | $80,874-74.0% |
| Participation rate | 62.3% | 62.0%+0.2pp | 69.1%-6.8pp | 67.6%-5.4pp |
| Annual return | 13.41% | 20.54%-7.1pp | 360.07%-346.7pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,633 | $1,873-12.9% | $2,688-39.3% | $2,756-40.8% |
| Participant deferral / active EE | $4,188 | $3,051+37.3% | $4,257-1.6% | $4,297-2.5% |
| Admin fee / account holder | $2,994 | $5,237-42.8% | $6,414-53.3% | $6,935-56.8% |