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 | $24,532 | $81,233-69.8% | $155,567-84.2% | $80,874-69.7% |
| Participation rate | 58.5% | 66.2%-7.7pp | 78.2%-19.7pp | 67.6%-9.1pp |
| Annual return | 11.85% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $618 | $3,101-80.1% | $4,674-86.8% | $2,756-77.6% |
| Participant deferral / active EE | $1,254 | $3,452-63.7% | $5,628-77.7% | $4,297-70.8% |
| Admin fee / account holder | $1,282 | $7,998-84.0% | $15,916-91.9% | $6,935-81.5% |