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 | $36,173 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 80.0%-36.5pp |
| Annual return | 14.80% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,079 | $4,804-35.9% | $4,554-32.4% | $4,156-25.9% |
| Participant deferral / active EE | $4,899 | $8,216-40.4% | $7,897-38.0% | $6,407-23.5% |
| Admin fee / account holder | $3,618 | $14,344-74.8% | $13,129-72.4% | $12,270-70.5% |