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 | $77,151 | $81,446-5.3% | $103,374-25.4% | $80,874-4.6% |
| Participation rate | 46.4% | 66.9%-20.4pp | 74.5%-28.1pp | 67.6%-21.2pp |
| Annual return | 14.15% | 25.57%-11.4pp | 24.89%-10.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,058 | $3,107-66.0% | $3,869-72.7% | $2,756-61.6% |
| Participant deferral / active EE | $1,933 | $3,870-50.1% | $5,058-61.8% | $4,297-55.0% |
| Admin fee / account holder | $665 | $6,715-90.1% | $8,394-92.1% | $6,935-90.4% |