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 | $51,440 | $81,233-36.7% | $155,567-66.9% | $80,874-36.4% |
| Participation rate | 67.6% | 66.2%+1.4pp | 78.2%-10.5pp | 67.6%0pp |
| Annual return | 11.53% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $740 | $3,101-76.1% | $4,674-84.2% | $2,756-73.1% |
| Participant deferral / active EE | $3,663 | $3,452+6.1% | $5,628-34.9% | $4,297-14.8% |
| Admin fee / account holder | $1,590 | $7,998-80.1% | $15,916-90.0% | $6,935-77.1% |