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 3-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 | $78,706 | $95,453-17.5% | $112,040-29.8% | $82,448-4.5% |
| Participation rate | 51.9% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 17.38% | 23.92%-6.5pp | 24.52%-7.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,463 | $2,318-36.9% | $2,954-50.5% | $2,551-42.7% |
| Participant deferral / active EE | $2,604 | $4,224-38.4% | $5,098-48.9% | $4,139-37.1% |
| Admin fee / account holder | $5,968 | $9,013-33.8% | $12,098-50.7% | $7,234-17.5% |