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 | $39,127 | $76,407-48.8% | $150,298-74.0% | $82,448-52.5% |
| Participation rate | 17.3% | 66.4%-49.1pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 15.56% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $642 | $2,614-75.5% | $4,154-84.6% | $2,551-74.8% |
| Participant deferral / active EE | $1,457 | $3,214-54.7% | $5,453-73.3% | $4,139-64.8% |
| Admin fee / account holder | $2,055 | $6,352-67.6% | $14,116-85.4% | $7,234-71.6% |