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 | $43,244 | $81,233-46.8% | $155,567-72.2% | $80,874-46.5% |
| Participation rate | 57.0% | 66.2%-9.2pp | 78.2%-21.2pp | 67.6%-10.7pp |
| Annual return | 13.36% | 33.33%-20.0pp | 64.74%-51.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,746 | $3,101-43.7% | $4,674-62.6% | $2,756-36.6% |
| Participant deferral / active EE | $2,998 | $3,452-13.2% | $5,628-46.7% | $4,297-30.2% |
| Admin fee / account holder | $3,051 | $7,998-61.8% | $15,916-80.8% | $6,935-56.0% |