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 6-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 | $47,892 | $57,057-16.1% | $85,009-43.7% | $80,874-40.8% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 16.17% | 21.66%-5.5pp | 66.47%-50.3pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,286 | $1,799+27.1% | $2,728-16.2% | $2,756-17.0% |
| Participant deferral / active EE | $4,239 | $3,112+36.2% | $4,522-6.3% | $4,297-1.4% |
| Admin fee / account holder | $4,874 | $4,986-2.2% | $6,153-20.8% | $6,935-29.7% |