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 | $51,346 | $108,825-52.8% | $156,181-67.1% | $82,448-37.7% |
| Participation rate | 58.8% | 72.4%-13.5pp | 78.8%-20.0pp | 68.1%-9.2pp |
| Annual return | 15.45% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,732 | $2,870-39.6% | $4,294-59.7% | $2,551-32.1% |
| Participant deferral / active EE | $4,286 | $4,577-6.4% | $6,132-30.1% | $4,139+3.5% |
| Admin fee / account holder | $3,086 | $9,341-67.0% | $14,586-78.8% | $7,234-57.3% |