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 | $41,325 | $45,343-8.9% | $150,298-72.5% | $67,986-39.2% |
| Participation rate | 38.5% | 51.9%-13.3pp | 77.8%-39.2pp | 57.2%-18.7pp |
| Annual return | 16.21% | 33.28%-17.1pp | 62.79%-46.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $600 | $1,462-58.9% | $4,154-85.6% | $2,019-70.3% |
| Participant deferral / active EE | $933 | $2,055-54.6% | $5,453-82.9% | $3,358-72.2% |
| Admin fee / account holder | $2,371 | $2,250+5.4% | $14,116-83.2% | $3,203-26.0% |