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 6-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 | $27,861 | $29,667-6.1% | $56,441-50.6% | $80,874-65.6% |
| Participation rate | 30.8% | 41.7%-10.9pp | 52.5%-21.7pp | 67.6%-36.9pp |
| Annual return | 13.66% | 35.22%-21.6pp | 1704.21%-1690.5pp | 35.62%-22.0pp |
| Employer contribution / active EE | $413 | $669-38.3% | $1,039-60.3% | $2,756-85.0% |
| Participant deferral / active EE | $942 | $1,227-23.2% | $1,953-51.8% | $4,297-78.1% |
| Admin fee / account holder | $734 | $2,429-69.8% | $2,829-74.0% | $6,935-89.4% |