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 | $59,901 | $91,760-34.7% | $156,181-61.6% | $67,986-11.9% |
| Participation rate | 35.8% | 65.0%-29.2pp | 78.8%-43.0pp | 57.2%-21.4pp |
| Annual return | 13.72% | 18.14%-4.4pp | 64.87%-51.2pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,708 | $2,419-29.4% | $4,294-60.2% | $2,019-15.4% |
| Participant deferral / active EE | $3,011 | $3,960-24.0% | $6,132-50.9% | $3,358-10.3% |
| Admin fee / account holder | $10,296 | $3,949+160.8% | $14,586-29.4% | $3,203+221.4% |