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 | $29,432 | $44,984-34.6% | $85,009-65.4% | $74,546-60.5% |
| Participation rate | 29.1% | 49.4%-20.3pp | 67.5%-38.4pp | 67.2%-38.1pp |
| Annual return | 24.70% | 26.25%-1.6pp | 66.47%-41.8pp | 1366.03%-1341.3pp |
| Employer contribution / active EE | $548 | $1,458-62.4% | $2,728-79.9% | $2,624-79.1% |
| Participant deferral / active EE | $1,737 | $2,733-36.4% | $4,522-61.6% | $4,347-60.0% |
| Admin fee / account holder | $1,990 | $2,208-9.9% | $6,153-67.6% | $1,944+2.4% |