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 | $7,387 | $29,051-74.6% | $52,425-85.9% | $67,986-89.1% |
| Participation rate | 24.5% | 30.4%-6.0pp | 55.6%-31.2pp | 57.2%-32.7pp |
| Annual return | 15.71% | 24.00%-8.3pp | 302.12%-286.4pp | 31.67%-16.0pp |
| Employer contribution / active EE | $150 | $412-63.5% | $914-83.6% | $2,019-92.6% |
| Participant deferral / active EE | $590 | $873-32.4% | $1,790-67.0% | $3,358-82.4% |
| Admin fee / account holder | $439 | $2,113-79.2% | $2,495-82.4% | $3,203-86.3% |