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 5-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 | $46,113 | $57,590-19.9% | $86,233-46.5% | $82,448-44.1% |
| Participation rate | 20.3% | 57.9%-37.5pp | 69.0%-48.7pp | 68.1%-47.7pp |
| Annual return | 17.94% | 22.41%-4.5pp | 61.39%-43.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $821 | $1,655-50.4% | $2,504-67.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,945 | $3,080-36.8% | $4,559-57.3% | $4,139-53.0% |
| Admin fee / account holder | $4,068 | $4,730-14.0% | $8,342-51.2% | $7,234-43.8% |