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 | $37,629 | $29,319+28.3% | $52,425-28.2% | $82,448-54.4% |
| Participation rate | 46.7% | 46.9%-0.2pp | 55.6%-9.0pp | 68.1%-21.4pp |
| Annual return | 16.48% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.2pp |
| Employer contribution / active EE | $475 | $586-19.0% | $914-48.1% | $2,551-81.4% |
| Participant deferral / active EE | $1,027 | $1,171-12.3% | $1,790-42.6% | $4,139-75.2% |
| Admin fee / account holder | $1,135 | $1,962-42.1% | $2,495-54.5% | $7,234-84.3% |