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 7-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 | $65,198 | $124,425-47.6% | $112,040-41.8% | $137,256-52.5% |
| Participation rate | 61.1% | 79.3%-18.2pp | 76.5%-15.4pp | 80.0%-18.8pp |
| Annual return | 11.33% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,161 | $3,411-36.7% | $2,954-26.9% | $4,156-48.0% |
| Participant deferral / active EE | $3,465 | $5,718-39.4% | $5,098-32.0% | $6,407-45.9% |
| Admin fee / account holder | $13,086 | $15,207-13.9% | $12,098+8.2% | $12,270+6.6% |