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 9-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 | $26,565 | $51,638-48.6% | $68,368-61.1% | $82,448-67.8% |
| Participation rate | 40.6% | 63.6%-23.0pp | 73.8%-33.1pp | 68.1%-27.4pp |
| Annual return | 22.18% | 37.53%-15.4pp | 292.57%-270.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,633 | $2,047-20.2% | $2,649-38.4% | $2,551-36.0% |
| Participant deferral / active EE | $3,370 | $2,914+15.7% | $4,123-18.3% | $4,139-18.6% |
| Admin fee / account holder | $2,230 | $4,643-52.0% | $5,150-56.7% | $7,234-69.2% |