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 | $22,290 | $67,894-67.2% | $89,340-75.1% | $82,448-73.0% |
| Participation rate | 55.6% | 64.0%-8.5pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 18.41% | 19.21%-0.8pp | 20.57%-2.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $652 | $1,828-64.4% | $2,231-70.8% | $2,551-74.5% |
| Participant deferral / active EE | $4,324 | $3,072+40.7% | $3,823+13.1% | $4,139+4.5% |
| Admin fee / account holder | $4,385 | $5,723-23.4% | $6,704-34.6% | $7,234-39.4% |