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 6-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 | $31,901 | $67,894-53.0% | $89,340-64.3% | $82,448-61.3% |
| Participation rate | 63.9% | 64.0%-0.2pp | 69.6%-5.7pp | 68.1%-4.2pp |
| Annual return | 18.80% | 19.21%-0.4pp | 20.57%-1.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $521 | $1,828-71.5% | $2,231-76.6% | $2,551-79.6% |
| Participant deferral / active EE | $3,468 | $3,072+12.9% | $3,823-9.3% | $4,139-16.2% |
| Admin fee / account holder | $3,144 | $5,723-45.1% | $6,704-53.1% | $7,234-56.5% |