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 3-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 | $16,534 | $87,166-81.0% | $76,735-78.5% | $137,256-88.0% |
| Participation rate | 53.3% | 74.4%-21.0pp | 69.5%-16.2pp | 80.0%-26.6pp |
| Annual return | 17.29% | 26.50%-9.2pp | 29.77%-12.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $645 | $2,904-77.8% | $2,454-73.7% | $4,156-84.5% |
| Participant deferral / active EE | $2,000 | $4,726-57.7% | $4,088-51.1% | $6,407-68.8% |
| Admin fee / account holder | $3,922 | $8,403-53.3% | $7,189-45.4% | $12,270-68.0% |