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 6-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 | $30,526 | $88,672-65.6% | $105,223-71.0% | $82,448-63.0% |
| Participation rate | 42.4% | 67.9%-25.5pp | 75.0%-32.7pp | 68.1%-25.7pp |
| Annual return | 13.63% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,102 | $3,048-63.8% | $3,689-70.1% | $2,551-56.8% |
| Participant deferral / active EE | $2,798 | $4,036-30.7% | $5,072-44.8% | $4,139-32.4% |
| Admin fee / account holder | $3,320 | $7,146-53.5% | $8,859-62.5% | $7,234-54.1% |