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 8-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 | $35,430 | $73,787-52.0% | $98,716-64.1% | $82,448-57.0% |
| Participation rate | 27.6% | 61.4%-33.8pp | 69.3%-41.7pp | 68.1%-40.5pp |
| Annual return | 16.75% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $532 | $1,511-64.8% | $2,279-76.6% | $2,551-79.1% |
| Participant deferral / active EE | $1,669 | $3,081-45.8% | $4,048-58.8% | $4,139-59.7% |
| Admin fee / account holder | $4,203 | $6,500-35.3% | $8,703-51.7% | $7,234-41.9% |