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 | $58,246 | $58,627-0.7% | $76,735-24.1% | $82,448-29.4% |
| Participation rate | 64.9% | 63.2%+1.7pp | 69.5%-4.6pp | 68.1%-3.1pp |
| Annual return | 19.50% | 39.10%-19.6pp | 29.77%-10.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,893 | $1,729+9.5% | $2,454-22.9% | $2,551-25.8% |
| Participant deferral / active EE | $2,884 | $3,134-8.0% | $4,088-29.4% | $4,139-30.3% |
| Admin fee / account holder | $3,964 | $5,323-25.5% | $7,189-44.9% | $7,234-45.2% |