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 | $129,146 | $57,057+126.3% | $85,009+51.9% | $80,874+59.7% |
| Participation rate | 36.8% | 56.4%-19.5pp | 67.5%-30.7pp | 67.6%-30.8pp |
| Annual return | 15.80% | 21.66%-5.9pp | 66.47%-50.7pp | 35.62%-19.8pp |
| Employer contribution / active EE | $728 | $1,799-59.5% | $2,728-73.3% | $2,756-73.6% |
| Participant deferral / active EE | $1,635 | $3,112-47.5% | $4,522-63.8% | $4,297-62.0% |
| Admin fee / account holder | $13,354 | $4,986+167.8% | $6,153+117.0% | $6,935+92.5% |