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 9-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 | $51,071 | $55,932-8.7% | $76,735-33.4% | $67,986-24.9% |
| Participation rate | 41.0% | 50.8%-9.8pp | 69.5%-28.5pp | 57.2%-16.2pp |
| Annual return | 19.34% | 23.10%-3.8pp | 29.77%-10.4pp | 31.67%-12.3pp |
| Employer contribution / active EE | $1,549 | $1,487+4.2% | $2,454-36.9% | $2,019-23.3% |
| Participant deferral / active EE | $2,808 | $2,558+9.8% | $4,088-31.3% | $3,358-16.4% |
| Admin fee / account holder | $2,155 | $4,907-56.1% | $7,189-70.0% | $3,203-32.7% |