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 4-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 | $62,955 | $86,922-27.6% | $102,438-38.5% | $80,874-22.2% |
| Participation rate | 63.4% | 72.4%-9.0pp | 76.5%-13.1pp | 67.6%-4.3pp |
| Annual return | 14.15% | 18.90%-4.7pp | 29.37%-15.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,821 | $2,369-23.2% | $3,024-39.8% | $2,756-33.9% |
| Participant deferral / active EE | $5,273 | $4,119+28.0% | $5,054+4.3% | $4,297+22.7% |
| Admin fee / account holder | $5,715 | $8,050-29.0% | $9,448-39.5% | $6,935-17.6% |