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 10-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 | $51,185 | $51,604-0.8% | $129,295-60.4% | $80,874-36.7% |
| Participation rate | 41.7% | 57.0%-15.3pp | 69.6%-28.0pp | 67.6%-26.0pp |
| Annual return | 12.33% | 20.76%-8.4pp | 9429.28%-9416.9pp | 35.62%-23.3pp |
| Employer contribution / active EE | $372 | $1,585-76.5% | $4,157-91.1% | $2,756-86.5% |
| Participant deferral / active EE | $1,125 | $2,670-57.9% | $4,169-73.0% | $4,297-73.8% |
| Admin fee / account holder | $3,887 | $4,310-9.8% | $7,665-49.3% | $6,935-44.0% |