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 | $63,976 | $94,031-32.0% | $115,768-44.7% | $82,448-22.4% |
| Participation rate | 48.6% | 70.4%-21.8pp | 74.4%-25.8pp | 68.1%-19.5pp |
| Annual return | 13.45% | 20.61%-7.2pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,559 | $2,323-32.9% | $2,940-47.0% | $2,551-38.9% |
| Participant deferral / active EE | $2,938 | $3,972-26.0% | $4,917-40.3% | $4,139-29.0% |
| Admin fee / account holder | $2,750 | $10,249-73.2% | $12,439-77.9% | $7,234-62.0% |