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 | $78,505 | $102,245-23.2% | $89,340-12.1% | $137,256-42.8% |
| Participation rate | 57.9% | 74.9%-17.0pp | 69.6%-11.7pp | 80.0%-22.1pp |
| Annual return | 28.28% | 21.89%+6.4pp | 20.57%+7.7pp | 220.34%-192.1pp |
| Employer contribution / active EE | $1,033 | $2,529-59.1% | $2,231-53.7% | $4,156-75.1% |
| Participant deferral / active EE | $4,460 | $4,436+0.5% | $3,823+16.7% | $6,407-30.4% |
| Admin fee / account holder | $647 | $8,085-92.0% | $6,704-90.4% | $12,270-94.7% |