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 | $13,164 | $47,479-72.3% | $62,929-79.1% | $82,448-84.0% |
| Participation rate | 35.5% | 66.9%-31.4pp | 73.1%-37.6pp | 68.1%-32.6pp |
| Annual return | 49.72% | 20.34%+29.4pp | 1063.93%-1014.2pp | 41.64%+8.1pp |
| Employer contribution / active EE | $1,133 | $1,885-39.9% | $2,505-54.8% | $2,551-55.6% |
| Participant deferral / active EE | $2,067 | $2,870-28.0% | $3,888-46.8% | $4,139-50.1% |
| Admin fee / account holder | $421 | $3,804-88.9% | $5,065-91.7% | $7,234-94.2% |