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 | $41,481 | $95,453-56.5% | $112,040-63.0% | $82,448-49.7% |
| Participation rate | 52.4% | 72.8%-20.3pp | 76.5%-24.1pp | 68.1%-15.6pp |
| Annual return | 15.45% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,103 | $2,318-52.4% | $2,954-62.7% | $2,551-56.8% |
| Participant deferral / active EE | $2,159 | $4,224-48.9% | $5,098-57.7% | $4,139-47.8% |
| Admin fee / account holder | $1,091 | $9,013-87.9% | $12,098-91.0% | $7,234-84.9% |