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 4-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 | $91,042 | $83,369+9.2% | $105,223-13.5% | $67,986+33.9% |
| Participation rate | 40.4% | 56.3%-15.9pp | 75.0%-34.7pp | 57.2%-16.8pp |
| Annual return | 17.50% | 24.64%-7.1pp | 180.65%-163.1pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,543 | $2,541-39.3% | $3,689-58.2% | $2,019-23.6% |
| Participant deferral / active EE | $2,442 | $3,295-25.9% | $5,072-51.8% | $3,358-27.3% |
| Admin fee / account holder | $2,183 | $4,073-46.4% | $8,859-75.4% | $3,203-31.8% |