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 | $62,993 | $81,446-22.7% | $103,374-39.1% | $80,874-22.1% |
| Participation rate | 46.9% | 66.9%-20.0pp | 74.5%-27.6pp | 67.6%-20.8pp |
| Annual return | 14.93% | 25.57%-10.6pp | 24.89%-10.0pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,667 | $3,107-46.4% | $3,869-56.9% | $2,756-39.5% |
| Participant deferral / active EE | $3,104 | $3,870-19.8% | $5,058-38.6% | $4,297-27.8% |
| Admin fee / account holder | $5,154 | $6,715-23.3% | $8,394-38.6% | $6,935-25.7% |