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 | $16,703 | $58,627-71.5% | $76,735-78.2% | $82,448-79.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 69.5%-25.1pp | 68.1%-23.6pp |
| Annual return | 15.86% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $791 | $1,729-54.2% | $2,454-67.8% | $2,551-69.0% |
| Participant deferral / active EE | $1,331 | $3,134-57.5% | $4,088-67.4% | $4,139-67.8% |
| Admin fee / account holder | $986 | $5,323-81.5% | $7,189-86.3% | $7,234-86.4% |