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 | $42,352 | $29,319+44.5% | $52,425-19.2% | $82,448-48.6% |
| Participation rate | 14.6% | 46.9%-32.2pp | 55.6%-41.0pp | 68.1%-53.4pp |
| Annual return | 21.01% | 535.20%-514.2pp | 302.12%-281.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $288 | $586-50.8% | $914-68.4% | $2,551-88.7% |
| Participant deferral / active EE | $1,361 | $1,171+16.2% | $1,790-24.0% | $4,139-67.1% |
| Admin fee / account holder | $1,884 | $1,962-4.0% | $2,495-24.5% | $7,234-74.0% |