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 | $64,479 | $76,407-15.6% | $150,298-57.1% | $82,448-21.8% |
| Participation rate | 54.4% | 66.4%-12.0pp | 77.8%-23.4pp | 68.1%-13.7pp |
| Annual return | 16.19% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,405 | $2,614-8.0% | $4,154-42.1% | $2,551-5.7% |
| Participant deferral / active EE | $2,254 | $3,214-29.9% | $5,453-58.7% | $4,139-45.6% |
| Admin fee / account holder | $5,309 | $6,352-16.4% | $14,116-62.4% | $7,234-26.6% |