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 7-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 | $43,098 | $73,787-41.6% | $98,716-56.3% | $82,448-47.7% |
| Participation rate | 62.0% | 61.4%+0.6pp | 69.3%-7.3pp | 68.1%-6.1pp |
| Annual return | 16.66% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,311 | $1,511-13.3% | $2,279-42.5% | $2,551-48.6% |
| Participant deferral / active EE | $3,750 | $3,081+21.7% | $4,048-7.4% | $4,139-9.4% |
| Admin fee / account holder | $1,621 | $6,500-75.1% | $8,703-81.4% | $7,234-77.6% |