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 | $9,157 | $149,040-93.9% | $120,225-92.4% | $137,256-93.3% |
| Participation rate | 13.3% | 75.4%-62.1pp | 69.6%-56.2pp | 80.0%-66.6pp |
| Annual return | 22.53% | 605.68%-583.2pp | 439.23%-416.7pp | 220.34%-197.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $386 | $4,655-91.7% | $3,999-90.4% | $6,407-94.0% |
| Admin fee / account holder | $3,249 | $6,348-48.8% | $5,696-43.0% | $12,270-73.5% |