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 4-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 | $33,867 | $67,823-50.1% | $52,425-35.4% | $137,256-75.3% |
| Participation rate | 16.7% | 63.9%-47.2pp | 55.6%-39.0pp | 80.0%-63.3pp |
| Annual return | 18.69% | 219.11%-200.4pp | 302.12%-283.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $409 | $1,163-64.8% | $914-55.2% | $4,156-90.2% |
| Participant deferral / active EE | $1,314 | $2,288-42.6% | $1,790-26.6% | $6,407-79.5% |
| Admin fee / account holder | $3,275 | $2,844+15.2% | $2,495+31.3% | $12,270-73.3% |