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 3-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 | $4,157 | $23,330-82.2% | $64,489-93.6% | $82,448-95.0% |
| Participation rate | 66.7% | 68.3%-1.6pp | 67.7%-1.0pp | 68.1%-1.4pp |
| Annual return | 17.00% | 83.66%-66.7pp | 55.03%-38.0pp | 41.64%-24.6pp |
| Employer contribution / active EE | $509 | $824-38.2% | $1,523-66.6% | $2,551-80.0% |
| Participant deferral / active EE | $1,405 | $1,707-17.7% | $2,778-49.4% | $4,139-66.1% |
| Admin fee / account holder | $1,896 | $2,946-35.6% | $4,260-55.5% | $7,234-73.8% |