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 | $40,521 | $57,590-29.6% | $86,233-53.0% | $82,448-50.9% |
| Participation rate | 69.2% | 57.9%+11.4pp | 69.0%+0.2pp | 68.1%+1.2pp |
| Annual return | 18.44% | 22.41%-4.0pp | 61.39%-42.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,286 | $1,655-22.3% | $2,504-48.6% | $2,551-49.6% |
| Participant deferral / active EE | $4,938 | $3,080+60.3% | $4,559+8.3% | $4,139+19.3% |
| Admin fee / account holder | $2,725 | $4,730-42.4% | $8,342-67.3% | $7,234-62.3% |