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 | $45,380 | $27,243+66.6% | $52,425-13.4% | $79,634-43.0% |
| Participation rate | 19.1% | 22.4%-3.3pp | 55.6%-36.5pp | 62.5%-43.4pp |
| Annual return | 30.38% | 63.36%-33.0pp | 302.12%-271.7pp | 36.46%-6.1pp |
| Employer contribution / active EE | $469 | $319+46.9% | $914-48.7% | $2,529-81.5% |
| Participant deferral / active EE | $973 | $636+53.2% | $1,790-45.6% | $3,835-74.6% |
| Admin fee / account holder | $1,708 | $2,105-18.9% | $2,495-31.5% | $1,002+70.5% |