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 | $42,124 | $71,057-40.7% | $93,654-55.0% | $80,874-47.9% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.6%-25.2pp |
| Annual return | 16.99% | 11.26%+5.7pp | 133.34%-116.4pp | 35.62%-18.6pp |
| Employer contribution / active EE | $1,197 | $1,564-23.5% | $2,421-50.6% | $2,756-56.6% |
| Participant deferral / active EE | $2,188 | $4,034-45.8% | $4,413-50.4% | $4,297-49.1% |
| Admin fee / account holder | $1,194 | $6,944-82.8% | $8,282-85.6% | $6,935-82.8% |