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 | $89,888 | $73,787+21.8% | $98,716-8.9% | $82,448+9.0% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.3%-13.0pp | 68.1%-11.8pp |
| Annual return | 17.64% | 18.57%-0.9pp | 31.81%-14.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $573 | $1,511-62.1% | $2,279-74.9% | $2,551-77.6% |
| Participant deferral / active EE | $2,495 | $3,081-19.0% | $4,048-38.4% | $4,139-39.7% |
| Admin fee / account holder | $15,749 | $6,500+142.3% | $8,703+81.0% | $7,234+117.7% |