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 | $27,494 | $71,057-61.3% | $93,654-70.6% | $80,874-66.0% |
| Participation rate | 61.4% | 60.4%+1.0pp | 68.7%-7.4pp | 67.6%-6.3pp |
| Annual return | 15.22% | 11.26%+4.0pp | 133.34%-118.1pp | 35.62%-20.4pp |
| Employer contribution / active EE | $1,234 | $1,564-21.1% | $2,421-49.0% | $2,756-55.2% |
| Participant deferral / active EE | $2,492 | $4,034-38.2% | $4,413-43.5% | $4,297-42.0% |
| Admin fee / account holder | $954 | $6,944-86.3% | $8,282-88.5% | $6,935-86.2% |