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 | $3,537 | $29,051-87.8% | $52,425-93.3% | $67,986-94.8% |
| Participation rate | 59.7% | 30.4%+29.3pp | 55.6%+4.1pp | 57.2%+2.5pp |
| Annual return | 26.26% | 24.00%+2.3pp | 302.12%-275.9pp | 31.67%-5.4pp |
| Employer contribution / active EE | $310 | $412-24.7% | $914-66.1% | $2,019-84.6% |
| Participant deferral / active EE | $777 | $873-11.0% | $1,790-56.6% | $3,358-76.9% |
| Admin fee / account holder | $1,522 | $2,113-28.0% | $2,495-39.0% | $3,203-52.5% |