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 8-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 | $63,818 | $77,164-17.3% | $178,014-64.2% | $80,874-21.1% |
| Participation rate | 63.9% | 65.7%-1.8pp | 77.1%-13.2pp | 67.6%-3.8pp |
| Annual return | 11.78% | 18.09%-6.3pp | 294.80%-283.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,883 | $2,288-17.7% | $3,950-52.3% | $2,756-31.7% |
| Participant deferral / active EE | $4,244 | $4,408-3.7% | $6,276-32.4% | $4,297-1.2% |
| Admin fee / account holder | $4,011 | $7,164-44.0% | $10,362-61.3% | $6,935-42.2% |