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 | $66,509 | $81,233-18.1% | $155,567-57.2% | $80,874-17.8% |
| Participation rate | 31.0% | 66.2%-35.2pp | 78.2%-47.2pp | 67.6%-36.6pp |
| Annual return | 23.65% | 33.33%-9.7pp | 64.74%-41.1pp | 35.62%-12.0pp |
| Employer contribution / active EE | $642 | $3,101-79.3% | $4,674-86.3% | $2,756-76.7% |
| Participant deferral / active EE | $1,580 | $3,452-54.2% | $5,628-71.9% | $4,297-63.2% |
| Admin fee / account holder | $518 | $7,998-93.5% | $15,916-96.7% | $6,935-92.5% |