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 | $32,829 | $58,627-44.0% | $76,735-57.2% | $82,448-60.2% |
| Participation rate | 52.8% | 63.2%-10.4pp | 69.5%-16.7pp | 68.1%-15.3pp |
| Annual return | 19.72% | 39.10%-19.4pp | 29.77%-10.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $842 | $1,729-51.3% | $2,454-65.7% | $2,551-67.0% |
| Participant deferral / active EE | $2,370 | $3,134-24.4% | $4,088-42.0% | $4,139-42.7% |
| Admin fee / account holder | $551 | $5,323-89.7% | $7,189-92.3% | $7,234-92.4% |