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 6-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 | $26,100 | $27,243-4.2% | $52,425-50.2% | $79,634-67.2% |
| Participation rate | 5.4% | 22.4%-17.0pp | 55.6%-50.2pp | 62.5%-57.0pp |
| Annual return | 14.59% | 63.36%-48.8pp | 302.12%-287.5pp | 36.46%-21.9pp |
| Employer contribution / active EE | $80 | $319-75.0% | $914-91.3% | $2,529-96.8% |
| Participant deferral / active EE | $189 | $636-70.3% | $1,790-89.5% | $3,835-95.1% |
| Admin fee / account holder | $2,041 | $2,105-3.0% | $2,495-18.2% | $1,002+103.7% |