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 6-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 | $58,398 | $68,573-14.8% | $120,368-51.5% | $80,874-27.8% |
| Participation rate | 62.3% | 61.6%+0.7pp | 71.9%-9.6pp | 67.6%-5.4pp |
| Annual return | 13.28% | 23.61%-10.3pp | 107.26%-94.0pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,816 | $2,052+37.3% | $3,465-18.7% | $2,756+2.2% |
| Participant deferral / active EE | $4,051 | $3,174+27.6% | $4,991-18.8% | $4,297-5.7% |
| Admin fee / account holder | $1,096 | $5,734-80.9% | $9,429-88.4% | $6,935-84.2% |