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 | $97,234 | $57,590+68.8% | $86,233+12.8% | $82,448+17.9% |
| Participation rate | 35.9% | 57.9%-21.9pp | 69.0%-33.1pp | 68.1%-32.1pp |
| Annual return | 17.61% | 22.41%-4.8pp | 61.39%-43.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $942 | $1,655-43.1% | $2,504-62.4% | $2,551-63.1% |
| Participant deferral / active EE | $2,541 | $3,080-17.5% | $4,559-44.3% | $4,139-38.6% |
| Admin fee / account holder | $10,043 | $4,730+112.3% | $8,342+20.4% | $7,234+38.8% |