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 | $12,871 | $47,105-72.7% | $68,368-81.2% | $67,986-81.1% |
| Participation rate | 33.3% | 51.8%-18.5pp | 73.8%-40.4pp | 57.2%-23.9pp |
| Annual return | 16.34% | 48.37%-32.0pp | 292.57%-276.2pp | 31.67%-15.3pp |
| Employer contribution / active EE | $478 | $1,859-74.3% | $2,649-81.9% | $2,019-76.3% |
| Participant deferral / active EE | $552 | $2,374-76.7% | $4,123-86.6% | $3,358-83.6% |
| Admin fee / account holder | $2,980 | $2,435+22.4% | $5,150-42.1% | $3,203-7.0% |