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 | $47,661 | $106,749-55.4% | $145,433-67.2% | $82,448-42.2% |
| Participation rate | 30.2% | 75.6%-45.4pp | 82.1%-51.9pp | 68.1%-37.8pp |
| Annual return | 20.25% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $865 | $3,444-74.9% | $4,554-81.0% | $2,551-66.1% |
| Participant deferral / active EE | $3,164 | $6,519-51.5% | $7,897-59.9% | $4,139-23.6% |
| Admin fee / account holder | $839 | $8,390-90.0% | $13,129-93.6% | $7,234-88.4% |