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 | $72,846 | $71,057+2.5% | $93,654-22.2% | $80,874-9.9% |
| Participation rate | 65.6% | 60.4%+5.2pp | 68.7%-3.1pp | 67.6%-2.0pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.34%-121.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $547 | $1,564-65.0% | $2,421-77.4% | $2,756-80.2% |
| Participant deferral / active EE | $3,236 | $4,034-19.8% | $4,413-26.7% | $4,297-24.7% |
| Admin fee / account holder | $5,342 | $6,944-23.1% | $8,282-35.5% | $6,935-23.0% |