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 | $55,556 | $45,343+22.5% | $150,298-63.0% | $67,986-18.3% |
| Participation rate | 35.3% | 51.9%-16.6pp | 77.8%-42.5pp | 57.2%-21.9pp |
| Annual return | 17.03% | 33.28%-16.2pp | 62.79%-45.8pp | 31.67%-14.6pp |
| Employer contribution / active EE | $789 | $1,462-46.1% | $4,154-81.0% | $2,019-60.9% |
| Participant deferral / active EE | $1,760 | $2,055-14.4% | $5,453-67.7% | $3,358-47.6% |
| Admin fee / account holder | $3,237 | $2,250+43.9% | $14,116-77.1% | $3,203+1.1% |