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 | $31,983 | $81,233-60.6% | $155,567-79.4% | $80,874-60.5% |
| Participation rate | 59.2% | 66.2%-7.1pp | 78.2%-19.0pp | 67.6%-8.5pp |
| Annual return | 12.17% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,277 | $3,101-58.8% | $4,674-72.7% | $2,756-53.7% |
| Participant deferral / active EE | $3,853 | $3,452+11.6% | $5,628-31.5% | $4,297-10.3% |
| Admin fee / account holder | $4,239 | $7,998-47.0% | $15,916-73.4% | $6,935-38.9% |