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 10-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 | $58,640 | $47,105+24.5% | $68,368-14.2% | $67,986-13.7% |
| Participation rate | 32.4% | 51.8%-19.4pp | 73.8%-41.4pp | 57.2%-24.8pp |
| Annual return | 14.89% | 48.37%-33.5pp | 292.57%-277.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $796 | $1,859-57.2% | $2,649-70.0% | $2,019-60.6% |
| Participant deferral / active EE | $2,070 | $2,374-12.8% | $4,123-49.8% | $3,358-38.3% |
| Admin fee / account holder | $6,450 | $2,435+164.9% | $5,150+25.2% | $3,203+101.3% |