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 | $57,918 | $46,464+24.7% | $150,298-61.5% | $79,634-27.3% |
| Participation rate | 33.2% | 57.0%-23.8pp | 77.8%-44.6pp | 62.5%-29.3pp |
| Annual return | 16.49% | 27.89%-11.4pp | 62.79%-46.3pp | 36.46%-20.0pp |
| Employer contribution / active EE | $588 | $1,512-61.1% | $4,154-85.9% | $2,529-76.8% |
| Participant deferral / active EE | $1,544 | $2,157-28.4% | $5,453-71.7% | $3,835-59.7% |
| Admin fee / account holder | $1,886 | $891+111.8% | $14,116-86.6% | $1,002+88.3% |