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 8-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 | $73,119 | $81,446-10.2% | $103,374-29.3% | $80,874-9.6% |
| Participation rate | 48.4% | 66.9%-18.5pp | 74.5%-26.1pp | 67.6%-19.3pp |
| Annual return | 13.46% | 25.57%-12.1pp | 24.89%-11.4pp | 35.62%-22.2pp |
| Employer contribution / active EE | $4,907 | $3,107+57.9% | $3,869+26.8% | $2,756+78.1% |
| Participant deferral / active EE | $3,162 | $3,870-18.3% | $5,058-37.5% | $4,297-26.4% |
| Admin fee / account holder | $904 | $6,715-86.5% | $8,394-89.2% | $6,935-87.0% |