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 | $71,501 | $76,407-6.4% | $150,298-52.4% | $82,448-13.3% |
| Participation rate | 34.9% | 66.4%-31.5pp | 77.8%-42.9pp | 68.1%-33.2pp |
| Annual return | 15.47% | 39.99%-24.5pp | 62.79%-47.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $371 | $2,614-85.8% | $4,154-91.1% | $2,551-85.5% |
| Participant deferral / active EE | $2,103 | $3,214-34.6% | $5,453-61.4% | $4,139-49.2% |
| Admin fee / account holder | $682 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |