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 4-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 | $23,146 | $23,330-0.8% | $64,489-64.1% | $82,448-71.9% |
| Participation rate | 48.1% | 68.3%-20.1pp | 67.7%-19.5pp | 68.1%-19.9pp |
| Annual return | 25.98% | 83.66%-57.7pp | 55.03%-29.0pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,107 | $824+34.3% | $1,523-27.3% | $2,551-56.6% |
| Participant deferral / active EE | $2,048 | $1,707+20.0% | $2,778-26.3% | $4,139-50.5% |
| Admin fee / account holder | $1,352 | $2,946-54.1% | $4,260-68.3% | $7,234-81.3% |