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 | $30,664 | $57,590-46.8% | $86,233-64.4% | $82,448-62.8% |
| Participation rate | 39.5% | 57.9%-18.4pp | 69.0%-29.5pp | 68.1%-28.6pp |
| Annual return | 17.64% | 22.41%-4.8pp | 61.39%-43.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,500 | $1,655-9.4% | $2,504-40.1% | $2,551-41.2% |
| Participant deferral / active EE | $3,240 | $3,080+5.2% | $4,559-28.9% | $4,139-21.7% |
| Admin fee / account holder | $3,082 | $4,730-34.8% | $8,342-63.0% | $7,234-57.4% |