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 3-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 | $28,917 | $77,164-62.5% | $178,014-83.8% | $80,874-64.2% |
| Participation rate | 36.5% | 65.7%-29.3pp | 77.1%-40.6pp | 67.6%-31.2pp |
| Annual return | 14.88% | 18.09%-3.2pp | 294.80%-279.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,873 | $2,288-18.1% | $3,950-52.6% | $2,756-32.0% |
| Participant deferral / active EE | $3,166 | $4,408-28.2% | $6,276-49.6% | $4,297-26.3% |
| Admin fee / account holder | $3,305 | $7,164-53.9% | $10,362-68.1% | $6,935-52.3% |