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 | $22,114 | $81,233-72.8% | $155,567-85.8% | $80,874-72.7% |
| Participation rate | 59.5% | 66.2%-6.7pp | 78.2%-18.7pp | 67.6%-8.1pp |
| Annual return | 19.86% | 33.33%-13.5pp | 64.74%-44.9pp | 35.62%-15.8pp |
| Employer contribution / active EE | $1,909 | $3,101-38.4% | $4,674-59.2% | $2,756-30.7% |
| Participant deferral / active EE | $3,948 | $3,452+14.4% | $5,628-29.8% | $4,297-8.1% |
| Admin fee / account holder | $866 | $7,998-89.2% | $15,916-94.6% | $6,935-87.5% |