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 8-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 | $41,961 | $81,233-48.3% | $155,567-73.0% | $80,874-48.1% |
| Participation rate | 66.0% | 66.2%-0.2pp | 78.2%-12.2pp | 67.6%-1.6pp |
| Annual return | 20.65% | 33.33%-12.7pp | 64.74%-44.1pp | 35.62%-15.0pp |
| Employer contribution / active EE | $2,326 | $3,101-25.0% | $4,674-50.2% | $2,756-15.6% |
| Participant deferral / active EE | $4,919 | $3,452+42.5% | $5,628-12.6% | $4,297+14.5% |
| Admin fee / account holder | $12,391 | $7,998+54.9% | $15,916-22.2% | $6,935+78.7% |