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 7-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 | $73,198 | $58,627+24.9% | $76,735-4.6% | $82,448-11.2% |
| Participation rate | 8.8% | 63.2%-54.4pp | 69.5%-60.7pp | 68.1%-59.2pp |
| Annual return | 15.66% | 39.10%-23.4pp | 29.77%-14.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,053 | $3,134-34.5% | $4,088-49.8% | $4,139-50.4% |
| Admin fee / account holder | $2,754 | $5,323-48.3% | $7,189-61.7% | $7,234-61.9% |