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 | $47,590 | $81,233-41.4% | $155,567-69.4% | $80,874-41.2% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.3pp | 67.6%-18.8pp |
| Annual return | 11.40% | 33.33%-21.9pp | 64.74%-53.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,511 | $3,101-51.3% | $4,674-67.7% | $2,756-45.2% |
| Participant deferral / active EE | $3,254 | $3,452-5.7% | $5,628-42.2% | $4,297-24.3% |
| Admin fee / account holder | $2,361 | $7,998-70.5% | $15,916-85.2% | $6,935-66.0% |