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 | $33,283 | $81,446-59.1% | $103,374-67.8% | $80,874-58.8% |
| Participation rate | 61.0% | 66.9%-5.8pp | 74.5%-13.5pp | 67.6%-6.6pp |
| Annual return | 14.79% | 25.57%-10.8pp | 24.89%-10.1pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,623 | $3,107-15.6% | $3,869-32.2% | $2,756-4.8% |
| Participant deferral / active EE | $4,492 | $3,870+16.1% | $5,058-11.2% | $4,297+4.5% |
| Admin fee / account holder | $1,749 | $6,715-74.0% | $8,394-79.2% | $6,935-74.8% |