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 | $48,100 | $73,787-34.8% | $98,716-51.3% | $82,448-41.7% |
| Participation rate | 68.3% | 61.4%+6.9pp | 69.3%-1.0pp | 68.1%+0.2pp |
| Annual return | 17.48% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $801 | $1,511-47.0% | $2,279-64.8% | $2,551-68.6% |
| Participant deferral / active EE | $3,961 | $3,081+28.6% | $4,048-2.1% | $4,139-4.3% |
| Admin fee / account holder | $785 | $6,500-87.9% | $8,703-91.0% | $7,234-89.1% |