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 | $53,073 | $56,060-5.3% | $76,002-30.2% | $80,874-34.4% |
| Participation rate | 32.8% | 62.0%-29.2pp | 69.1%-36.3pp | 67.6%-34.8pp |
| Annual return | 11.35% | 20.54%-9.2pp | 360.07%-348.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,544 | $1,873-17.6% | $2,688-42.6% | $2,756-44.0% |
| Participant deferral / active EE | $2,532 | $3,051-17.0% | $4,257-40.5% | $4,297-41.1% |
| Admin fee / account holder | $2,855 | $5,237-45.5% | $6,414-55.5% | $6,935-58.8% |