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 | $21,696 | $51,638-58.0% | $68,368-68.3% | $82,448-73.7% |
| Participation rate | 20.7% | 63.6%-42.9pp | 73.8%-53.1pp | 68.1%-47.4pp |
| Annual return | 15.06% | 37.53%-22.5pp | 292.57%-277.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $955 | $2,047-53.3% | $2,649-63.9% | $2,551-62.6% |
| Participant deferral / active EE | $762 | $2,914-73.8% | $4,123-81.5% | $4,139-81.6% |
| Admin fee / account holder | $13,951 | $4,643+200.4% | $5,150+170.9% | $7,234+92.8% |