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 | $117,551 | $45,343+159.3% | $150,298-21.8% | $67,986+72.9% |
| Participation rate | 32.4% | 51.9%-19.4pp | 77.8%-45.3pp | 57.2%-24.8pp |
| Annual return | 16.61% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $524 | $1,462-64.1% | $4,154-87.4% | $2,019-74.0% |
| Participant deferral / active EE | $1,577 | $2,055-23.2% | $5,453-71.1% | $3,358-53.0% |
| Admin fee / account holder | $3,951 | $2,250+75.6% | $14,116-72.0% | $3,203+23.4% |