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 10-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 | $52,544 | $95,453-45.0% | $112,040-53.1% | $82,448-36.3% |
| Participation rate | 28.0% | 72.8%-44.8pp | 76.5%-48.5pp | 68.1%-40.1pp |
| Annual return | 33.99% | 23.92%+10.1pp | 24.52%+9.5pp | 41.64%-7.7pp |
| Employer contribution / active EE | $1,142 | $2,318-50.7% | $2,954-61.3% | $2,551-55.2% |
| Participant deferral / active EE | $3,255 | $4,224-22.9% | $5,098-36.1% | $4,139-21.4% |
| Admin fee / account holder | $602 | $9,013-93.3% | $12,098-95.0% | $7,234-91.7% |