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 8-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 | $32,480 | $77,164-57.9% | $178,014-81.8% | $80,874-59.8% |
| Participation rate | 64.2% | 65.7%-1.6pp | 77.1%-12.9pp | 67.6%-3.5pp |
| Annual return | 17.32% | 18.09%-0.8pp | 294.80%-277.5pp | 35.62%-18.3pp |
| Employer contribution / active EE | $904 | $2,288-60.5% | $3,950-77.1% | $2,756-67.2% |
| Participant deferral / active EE | $2,827 | $4,408-35.9% | $6,276-55.0% | $4,297-34.2% |
| Admin fee / account holder | $7,270 | $7,164+1.5% | $10,362-29.8% | $6,935+4.8% |