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 3-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 | $25,934 | $88,672-70.8% | $105,223-75.4% | $82,448-68.5% |
| Participation rate | 32.4% | 67.9%-35.5pp | 75.0%-42.6pp | 68.1%-35.6pp |
| Annual return | 22.07% | 30.86%-8.8pp | 180.65%-158.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,417 | $3,048-53.5% | $3,689-61.6% | $2,551-44.5% |
| Participant deferral / active EE | $3,135 | $4,036-22.3% | $5,072-38.2% | $4,139-24.3% |
| Admin fee / account holder | $2,106 | $7,146-70.5% | $8,859-76.2% | $7,234-70.9% |