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 | $20,264 | $51,638-60.8% | $68,368-70.4% | $82,448-75.4% |
| Participation rate | 38.9% | 63.6%-24.7pp | 73.8%-34.9pp | 68.1%-29.2pp |
| Annual return | 18.92% | 37.53%-18.6pp | 292.57%-273.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $516 | $2,047-74.8% | $2,649-80.5% | $2,551-79.8% |
| Participant deferral / active EE | $1,412 | $2,914-51.5% | $4,123-65.8% | $4,139-65.9% |
| Admin fee / account holder | $2,204 | $4,643-52.5% | $5,150-57.2% | $7,234-69.5% |