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 | $38,650 | $51,638-25.2% | $68,368-43.5% | $82,448-53.1% |
| Participation rate | 30.8% | 63.6%-32.8pp | 73.8%-43.0pp | 68.1%-37.3pp |
| Annual return | 19.23% | 37.53%-18.3pp | 292.57%-273.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $940 | $2,047-54.0% | $2,649-64.5% | $2,551-63.1% |
| Participant deferral / active EE | $1,055 | $2,914-63.8% | $4,123-74.4% | $4,139-74.5% |
| Admin fee / account holder | $734 | $4,643-84.2% | $5,150-85.8% | $7,234-89.9% |