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 | $74,055 | $76,407-3.1% | $150,298-50.7% | $82,448-10.2% |
| Participation rate | 35.4% | 66.4%-31.0pp | 77.8%-42.3pp | 68.1%-32.6pp |
| Annual return | 16.18% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $693 | $2,614-73.5% | $4,154-83.3% | $2,551-72.8% |
| Participant deferral / active EE | $2,152 | $3,214-33.1% | $5,453-60.5% | $4,139-48.0% |
| Admin fee / account holder | $1,153 | $6,352-81.8% | $14,116-91.8% | $7,234-84.1% |