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 | $92,435 | $95,453-3.2% | $112,040-17.5% | $82,448+12.1% |
| Participation rate | 67.4% | 72.8%-5.3pp | 76.5%-9.1pp | 68.1%-0.7pp |
| Annual return | 15.80% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,428 | $2,318-38.4% | $2,954-51.7% | $2,551-44.0% |
| Participant deferral / active EE | $4,280 | $4,224+1.3% | $5,098-16.0% | $4,139+3.4% |
| Admin fee / account holder | $6,225 | $9,013-30.9% | $12,098-48.5% | $7,234-14.0% |