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 | $46,629 | $57,057-18.3% | $85,009-45.1% | $80,874-42.3% |
| Participation rate | 14.5% | 56.4%-41.9pp | 67.5%-53.0pp | 67.6%-53.2pp |
| Annual return | 13.12% | 21.66%-8.5pp | 66.47%-53.4pp | 35.62%-22.5pp |
| Employer contribution / active EE | $316 | $1,799-82.4% | $2,728-88.4% | $2,756-88.5% |
| Participant deferral / active EE | $1,261 | $3,112-59.5% | $4,522-72.1% | $4,297-70.7% |
| Admin fee / account holder | $2,136 | $4,986-57.2% | $6,153-65.3% | $6,935-69.2% |