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 | $30,013 | $102,382-70.7% | $147,005-79.6% | $80,874-62.9% |
| Participation rate | 48.4% | 75.8%-27.5pp | 82.2%-33.8pp | 67.6%-19.3pp |
| Annual return | 16.10% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $1,467 | $3,715-60.5% | $4,934-70.3% | $2,756-46.8% |
| Participant deferral / active EE | $3,889 | $6,646-41.5% | $8,070-51.8% | $4,297-9.5% |
| Admin fee / account holder | $4,563 | $7,942-42.6% | $13,006-64.9% | $6,935-34.2% |