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 | $70,913 | $87,037-18.5% | $106,201-33.2% | $80,874-12.3% |
| Participation rate | 46.4% | 70.4%-24.0pp | 75.3%-28.9pp | 67.6%-21.2pp |
| Annual return | 13.36% | 17.05%-3.7pp | 116.26%-102.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,249 | $2,396-47.9% | $3,170-60.6% | $2,756-54.7% |
| Participant deferral / active EE | $1,956 | $3,986-50.9% | $5,012-61.0% | $4,297-54.5% |
| Admin fee / account holder | $1,254 | $8,434-85.1% | $11,039-88.6% | $6,935-81.9% |