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 | $25,961 | $29,667-12.5% | $56,441-54.0% | $80,874-67.9% |
| Participation rate | 18.5% | 41.7%-23.2pp | 52.5%-34.0pp | 67.6%-49.1pp |
| Annual return | 12.82% | 35.22%-22.4pp | 1704.21%-1691.4pp | 35.62%-22.8pp |
| Employer contribution / active EE | $533 | $669-20.3% | $1,039-48.7% | $2,756-80.6% |
| Participant deferral / active EE | $1,445 | $1,227+17.8% | $1,953-26.0% | $4,297-66.4% |
| Admin fee / account holder | $1,520 | $2,429-37.4% | $2,829-46.3% | $6,935-78.1% |