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 | $89,788 | $108,825-17.5% | $156,181-42.5% | $82,448+8.9% |
| Participation rate | 44.0% | 72.4%-28.4pp | 78.8%-34.8pp | 68.1%-24.1pp |
| Annual return | 18.23% | 20.59%-2.4pp | 64.87%-46.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,130 | $2,870-25.8% | $4,294-50.4% | $2,551-16.5% |
| Participant deferral / active EE | $4,130 | $4,577-9.8% | $6,132-32.6% | $4,139-0.2% |
| Admin fee / account holder | $1,058 | $9,341-88.7% | $14,586-92.7% | $7,234-85.4% |