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 4-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 | $24,089 | $78,520-69.3% | $96,576-75.1% | $82,448-70.8% |
| Participation rate | 49.2% | 77.7%-28.5pp | 81.4%-32.2pp | 68.1%-18.9pp |
| Annual return | 38.15% | 41.30%-3.2pp | 38.47%-0.3pp | 41.64%-3.5pp |
| Employer contribution / active EE | $2,491 | $2,630-5.3% | $3,553-29.9% | $2,551-2.4% |
| Participant deferral / active EE | $4,268 | $6,754-36.8% | $7,956-46.4% | $4,139+3.1% |
| Admin fee / account holder | $7,969 | $13,455-40.8% | $11,381-30.0% | $7,234+10.2% |