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 | $35,689 | $112,729-68.3% | $98,716-63.8% | $137,256-74.0% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.3%-6.8pp | 80.0%-17.5pp |
| Annual return | 15.90% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,593 | $2,725-41.5% | $2,279-30.1% | $4,156-61.7% |
| Participant deferral / active EE | $2,385 | $4,640-48.6% | $4,048-41.1% | $6,407-62.8% |
| Admin fee / account holder | $4,584 | $10,129-54.7% | $8,703-47.3% | $12,270-62.6% |