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 7-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 | $14,237 | $38,967-63.5% | $86,233-83.5% | $79,634-82.1% |
| Participation rate | 18.6% | 34.1%-15.4pp | 69.0%-50.4pp | 62.5%-43.9pp |
| Annual return | 17.76% | 49.90%-32.1pp | 61.39%-43.6pp | 36.46%-18.7pp |
| Employer contribution / active EE | $288 | $868-66.9% | $2,504-88.5% | $2,529-88.6% |
| Participant deferral / active EE | $573 | $1,663-65.6% | $4,559-87.4% | $3,835-85.1% |
| Admin fee / account holder | $863 | $2,660-67.6% | $8,342-89.7% | $1,002-13.8% |