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 | $61,472 | $95,453-35.6% | $112,040-45.1% | $82,448-25.4% |
| Participation rate | 53.1% | 72.8%-19.7pp | 76.5%-23.4pp | 68.1%-15.0pp |
| Annual return | 18.45% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,000 | $2,318-56.8% | $2,954-66.1% | $2,551-60.8% |
| Participant deferral / active EE | $3,294 | $4,224-22.0% | $5,098-35.4% | $4,139-20.4% |
| Admin fee / account holder | $2,105 | $9,013-76.6% | $12,098-82.6% | $7,234-70.9% |