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 | $55,413 | $77,896-28.9% | $134,172-58.7% | $82,448-32.8% |
| Participation rate | 52.9% | 62.8%-9.8pp | 72.5%-19.5pp | 68.1%-15.1pp |
| Annual return | 16.30% | 18.21%-1.9pp | 25.30%-9.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,103 | $2,159-2.6% | $3,420-38.5% | $2,551-17.6% |
| Participant deferral / active EE | $2,242 | $3,162-29.1% | $4,690-52.2% | $4,139-45.8% |
| Admin fee / account holder | $5,250 | $6,336-17.2% | $12,016-56.3% | $7,234-27.4% |