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 | $63,063 | $81,233-22.4% | $155,567-59.5% | $80,874-22.0% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 10.63% | 33.33%-22.7pp | 64.74%-54.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $586 | $3,101-81.1% | $4,674-87.5% | $2,756-78.7% |
| Participant deferral / active EE | $3,974 | $3,452+15.1% | $5,628-29.4% | $4,297-7.5% |
| Admin fee / account holder | $3,907 | $7,998-51.1% | $15,916-75.5% | $6,935-43.7% |