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 | $59,916 | $110,483-45.8% | $145,433-58.8% | $79,634-24.8% |
| Participation rate | 29.1% | 71.1%-42.0pp | 82.1%-53.0pp | 62.5%-33.4pp |
| Annual return | 15.12% | 24.62%-9.5pp | 66.58%-51.5pp | 36.46%-21.3pp |
| Employer contribution / active EE | $932 | $4,053-77.0% | $4,554-79.5% | $2,529-63.1% |
| Participant deferral / active EE | $1,952 | $7,216-72.9% | $7,897-75.3% | $3,835-49.1% |
| Admin fee / account holder | $2,943 | $680+332.7% | $13,129-77.6% | $1,002+193.7% |