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 6-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 | $82,411 | $101,763-19.0% | $164,866-50.0% | $80,874+1.9% |
| Participation rate | 30.4% | 71.8%-41.4pp | 78.6%-48.2pp | 67.6%-37.3pp |
| Annual return | 11.47% | 16.73%-5.3pp | 69.97%-58.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $992 | $2,954-66.4% | $4,343-77.2% | $2,756-64.0% |
| Participant deferral / active EE | $2,136 | $4,477-52.3% | $6,033-64.6% | $4,297-50.3% |
| Admin fee / account holder | $1,601 | $8,228-80.5% | $12,689-87.4% | $6,935-76.9% |