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 | $72,174 | $76,407-5.5% | $150,298-52.0% | $82,448-12.5% |
| Participation rate | 40.8% | 66.4%-25.6pp | 77.8%-36.9pp | 68.1%-27.2pp |
| Annual return | 14.51% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $757 | $2,614-71.0% | $4,154-81.8% | $2,551-70.3% |
| Participant deferral / active EE | $2,395 | $3,214-25.5% | $5,453-56.1% | $4,139-42.1% |
| Admin fee / account holder | $7,302 | $6,352+15.0% | $14,116-48.3% | $7,234+0.9% |