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 4-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 | $29,390 | $60,261-51.2% | $81,783-64.1% | $74,546-60.6% |
| Participation rate | 28.6% | 62.9%-34.3pp | 72.4%-43.8pp | 67.2%-38.6pp |
| Annual return | 16.55% | 16.88%-0.3pp | 775.05%-758.5pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $716 | $2,622-72.7% | $2,913-75.4% | $2,624-72.7% |
| Participant deferral / active EE | $1,333 | $3,388-60.6% | $4,320-69.1% | $4,347-69.3% |
| Admin fee / account holder | $3,047 | $1,482+105.5% | $7,380-58.7% | $1,944+56.8% |