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 7-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 | $29,599 | $51,736-42.8% | $120,225-75.4% | $67,986-56.5% |
| Participation rate | 32.0% | 46.1%-14.1pp | 69.6%-37.6pp | 57.2%-25.2pp |
| Annual return | 17.64% | 31.98%-14.3pp | 439.23%-421.6pp | 31.67%-14.0pp |
| Employer contribution / active EE | $413 | $1,071-61.4% | $3,475-88.1% | $2,019-79.5% |
| Participant deferral / active EE | $1,866 | $2,206-15.4% | $3,999-53.3% | $3,358-44.4% |
| Admin fee / account holder | $821 | $4,159-80.3% | $5,696-85.6% | $3,203-74.4% |