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 | $22,017 | $57,590-61.8% | $86,233-74.5% | $82,448-73.3% |
| Participation rate | 64.0% | 57.9%+6.1pp | 69.0%-5.0pp | 68.1%-4.1pp |
| Annual return | 24.38% | 22.41%+2.0pp | 61.39%-37.0pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,568 | $1,655-5.3% | $2,504-37.4% | $2,551-38.5% |
| Participant deferral / active EE | $2,557 | $3,080-17.0% | $4,559-43.9% | $4,139-38.2% |
| Admin fee / account holder | $1,095 | $4,730-76.9% | $8,342-86.9% | $7,234-84.9% |