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 | $46,268 | $86,922-46.8% | $102,438-54.8% | $80,874-42.8% |
| Participation rate | 22.8% | 72.4%-49.6pp | 76.5%-53.7pp | 67.6%-44.8pp |
| Annual return | 14.40% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $933 | $2,369-60.6% | $3,024-69.1% | $2,756-66.1% |
| Participant deferral / active EE | $2,082 | $4,119-49.4% | $5,054-58.8% | $4,297-51.5% |
| Admin fee / account holder | $1,126 | $8,050-86.0% | $9,448-88.1% | $6,935-83.8% |