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 9-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 | $74,997 | $106,749-29.7% | $145,433-48.4% | $82,448-9.0% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 17.30% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,587 | $3,444-24.9% | $4,554-43.2% | $2,551+1.4% |
| Participant deferral / active EE | $4,535 | $6,519-30.4% | $7,897-42.6% | $4,139+9.5% |
| Admin fee / account holder | $3,566 | $8,390-57.5% | $13,129-72.8% | $7,234-50.7% |