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 | $32,933 | $63,904-48.5% | $89,340-63.1% | $67,986-51.6% |
| Participation rate | 54.5% | 54.3%+0.1pp | 69.6%-15.1pp | 57.2%-2.8pp |
| Annual return | 12.81% | 18.09%-5.3pp | 20.57%-7.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $872 | $1,627-46.4% | $2,231-60.9% | $2,019-56.8% |
| Participant deferral / active EE | $2,353 | $2,691-12.5% | $3,823-38.4% | $3,358-29.9% |
| Admin fee / account holder | $9,716 | $3,315+193.1% | $6,704+44.9% | $3,203+203.3% |