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 7-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 | $33,865 | $76,407-55.7% | $150,298-77.5% | $82,448-58.9% |
| Participation rate | 44.8% | 66.4%-21.6pp | 77.8%-32.9pp | 68.1%-23.2pp |
| Annual return | 19.94% | 39.99%-20.1pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $838 | $2,614-67.9% | $4,154-79.8% | $2,551-67.1% |
| Participant deferral / active EE | $2,613 | $3,214-18.7% | $5,453-52.1% | $4,139-36.9% |
| Admin fee / account holder | $1,304 | $6,352-79.5% | $14,116-90.8% | $7,234-82.0% |