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 | $25,620 | $51,638-50.4% | $68,368-62.5% | $82,448-68.9% |
| Participation rate | 57.6% | 63.6%-6.0pp | 73.8%-16.2pp | 68.1%-10.5pp |
| Annual return | 21.76% | 37.53%-15.8pp | 292.57%-270.8pp | 41.64%-19.9pp |
| Employer contribution / active EE | $804 | $2,047-60.7% | $2,649-69.7% | $2,551-68.5% |
| Participant deferral / active EE | $2,449 | $2,914-15.9% | $4,123-40.6% | $4,139-40.8% |
| Admin fee / account holder | $1,737 | $4,643-62.6% | $5,150-66.3% | $7,234-76.0% |