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 | $15,565 | $81,233-80.8% | $155,567-90.0% | $80,874-80.8% |
| Participation rate | 30.0% | 66.2%-36.2pp | 78.2%-48.2pp | 67.6%-37.6pp |
| Annual return | 14.65% | 33.33%-18.7pp | 64.74%-50.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $551 | $3,101-82.2% | $4,674-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $1,246 | $3,452-63.9% | $5,628-77.9% | $4,297-71.0% |
| Admin fee / account holder | $1,685 | $7,998-78.9% | $15,916-89.4% | $6,935-75.7% |