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 | $61,491 | $45,343+35.6% | $150,298-59.1% | $67,986-9.6% |
| Participation rate | 26.0% | 51.9%-25.9pp | 77.8%-51.8pp | 57.2%-31.2pp |
| Annual return | 13.77% | 33.28%-19.5pp | 62.79%-49.0pp | 31.67%-17.9pp |
| Employer contribution / active EE | $322 | $1,462-78.0% | $4,154-92.3% | $2,019-84.1% |
| Participant deferral / active EE | $1,544 | $2,055-24.9% | $5,453-71.7% | $3,358-54.0% |
| Admin fee / account holder | $1,284 | $2,250-42.9% | $14,116-90.9% | $3,203-59.9% |