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 | $41,278 | $76,407-46.0% | $150,298-72.5% | $82,448-49.9% |
| Participation rate | 34.4% | 66.4%-32.0pp | 77.8%-43.4pp | 68.1%-33.7pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $969 | $2,614-62.9% | $4,154-76.7% | $2,551-62.0% |
| Participant deferral / active EE | $2,989 | $3,214-7.0% | $5,453-45.2% | $4,139-27.8% |
| Admin fee / account holder | $3,712 | $6,352-41.6% | $14,116-73.7% | $7,234-48.7% |