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 | $26,279 | $88,710-70.4% | $81,783-67.9% | $145,959-82.0% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 12.71% | 1027.26%-1014.5pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,533 | $3,083-50.3% | $2,913-47.4% | $4,661-67.1% |
| Participant deferral / active EE | $4,131 | $4,645-11.1% | $4,320-4.4% | $6,689-38.2% |
| Admin fee / account holder | $3,739 | $8,407-55.5% | $7,380-49.3% | $13,398-72.1% |