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 | $66,576 | $71,057-6.3% | $93,654-28.9% | $80,874-17.7% |
| Participation rate | 51.0% | 60.4%-9.4pp | 68.7%-17.7pp | 67.6%-16.7pp |
| Annual return | 27.19% | 11.26%+15.9pp | 133.34%-106.2pp | 35.62%-8.4pp |
| Employer contribution / active EE | $746 | $1,564-52.3% | $2,421-69.2% | $2,756-72.9% |
| Participant deferral / active EE | $2,007 | $4,034-50.3% | $4,413-54.5% | $4,297-53.3% |
| Admin fee / account holder | $2,308 | $6,944-66.8% | $8,282-72.1% | $6,935-66.7% |