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 | $16,977 | $45,343-62.6% | $150,298-88.7% | $67,986-75.0% |
| Participation rate | 68.3% | 51.9%+16.5pp | 77.8%-9.4pp | 57.2%+11.1pp |
| Annual return | 15.12% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.5pp |
| Employer contribution / active EE | $815 | $1,462-44.3% | $4,154-80.4% | $2,019-59.6% |
| Participant deferral / active EE | $1,106 | $2,055-46.2% | $5,453-79.7% | $3,358-67.1% |
| Admin fee / account holder | $2,816 | $2,250+25.1% | $14,116-80.1% | $3,203-12.1% |