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 | $76,068 | $94,031-19.1% | $115,768-34.3% | $82,448-7.7% |
| Participation rate | 68.6% | 70.4%-1.8pp | 74.4%-5.8pp | 68.1%+0.5pp |
| Annual return | 16.15% | 20.61%-4.5pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $831 | $2,323-64.2% | $2,940-71.7% | $2,551-67.4% |
| Participant deferral / active EE | $2,140 | $3,972-46.1% | $4,917-56.5% | $4,139-48.3% |
| Admin fee / account holder | $4,612 | $10,249-55.0% | $12,439-62.9% | $7,234-36.3% |