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 4-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 | $36,171 | $29,667+21.9% | $56,441-35.9% | $80,874-55.3% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.6%-55.5pp |
| Annual return | 13.43% | 35.22%-21.8pp | 1704.21%-1690.8pp | 35.62%-22.2pp |
| Employer contribution / active EE | $553 | $669-17.4% | $1,039-46.8% | $2,756-79.9% |
| Participant deferral / active EE | $707 | $1,227-42.4% | $1,953-63.8% | $4,297-83.5% |
| Admin fee / account holder | $1,184 | $2,429-51.3% | $2,829-58.2% | $6,935-82.9% |