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 7-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 | $52,939 | $108,825-51.4% | $156,181-66.1% | $82,448-35.8% |
| Participation rate | 50.0% | 72.4%-22.4pp | 78.8%-28.8pp | 68.1%-18.1pp |
| Annual return | 20.18% | 20.59%-0.4pp | 64.87%-44.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,700 | $2,870-5.9% | $4,294-37.1% | $2,551+5.8% |
| Participant deferral / active EE | $5,018 | $4,577+9.6% | $6,132-18.2% | $4,139+21.2% |
| Admin fee / account holder | $1,402 | $9,341-85.0% | $14,586-90.4% | $7,234-80.6% |