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 | $35,482 | $76,407-53.6% | $150,298-76.4% | $82,448-57.0% |
| Participation rate | 30.2% | 66.4%-36.2pp | 77.8%-47.6pp | 68.1%-37.9pp |
| Annual return | 29.33% | 39.99%-10.7pp | 62.79%-33.5pp | 41.64%-12.3pp |
| Employer contribution / active EE | $776 | $2,614-70.3% | $4,154-81.3% | $2,551-69.6% |
| Participant deferral / active EE | $1,675 | $3,214-47.9% | $5,453-69.3% | $4,139-59.5% |
| Admin fee / account holder | $1,736 | $6,352-72.7% | $14,116-87.7% | $7,234-76.0% |