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 | $36,128 | $57,057-36.7% | $85,009-57.5% | $80,874-55.3% |
| Participation rate | 51.4% | 56.4%-4.9pp | 67.5%-16.1pp | 67.6%-16.2pp |
| Annual return | 32.63% | 21.66%+11.0pp | 66.47%-33.8pp | 35.62%-3.0pp |
| Employer contribution / active EE | $1,468 | $1,799-18.4% | $2,728-46.2% | $2,756-46.7% |
| Participant deferral / active EE | $3,443 | $3,112+10.7% | $4,522-23.9% | $4,297-19.9% |
| Admin fee / account holder | $4,923 | $4,986-1.3% | $6,153-20.0% | $6,935-29.0% |