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 | $55,203 | $80,705-31.6% | $115,768-52.3% | $67,986-18.8% |
| Participation rate | 38.1% | 63.0%-24.8pp | 74.4%-36.3pp | 57.2%-19.1pp |
| Annual return | 23.93% | 18.49%+5.4pp | 100.46%-76.5pp | 31.67%-7.7pp |
| Employer contribution / active EE | $1,033 | $2,046-49.5% | $2,940-64.8% | $2,019-48.8% |
| Participant deferral / active EE | $1,626 | $3,559-54.3% | $4,917-66.9% | $3,358-51.6% |
| Admin fee / account holder | $3,742 | $4,135-9.5% | $12,439-69.9% | $3,203+16.8% |