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 | $31,426 | $67,823-53.7% | $52,425-40.1% | $137,256-77.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 11.61% | 219.11%-207.5pp | 302.12%-290.5pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,200 | $1,163+3.2% | $914+31.3% | $4,156-71.1% |
| Participant deferral / active EE | $1,200 | $2,288-47.6% | $1,790-33.0% | $6,407-81.3% |
| Admin fee / account holder | $1,061 | $2,844-62.7% | $2,495-57.5% | $12,270-91.4% |