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 5-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 | $23,718 | $45,343-47.7% | $150,298-84.2% | $67,986-65.1% |
| Participation rate | 32.9% | 51.9%-19.0pp | 77.8%-44.9pp | 57.2%-24.3pp |
| Annual return | 16.28% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.4pp |
| Employer contribution / active EE | $583 | $1,462-60.1% | $4,154-86.0% | $2,019-71.1% |
| Participant deferral / active EE | $1,778 | $2,055-13.5% | $5,453-67.4% | $3,358-47.0% |
| Admin fee / account holder | $2,802 | $2,250+24.5% | $14,116-80.2% | $3,203-12.5% |