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 | $73,464 | $76,407-3.9% | $150,298-51.1% | $82,448-10.9% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 14.36% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $658 | $2,614-74.8% | $4,154-84.2% | $2,551-74.2% |
| Participant deferral / active EE | $3,196 | $3,214-0.6% | $5,453-41.4% | $4,139-22.8% |
| Admin fee / account holder | $3,906 | $6,352-38.5% | $14,116-72.3% | $7,234-46.0% |