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 9-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 | $56,021 | $88,672-36.8% | $105,223-46.8% | $82,448-32.1% |
| Participation rate | 59.6% | 67.9%-8.4pp | 75.0%-15.5pp | 68.1%-8.5pp |
| Annual return | 22.58% | 30.86%-8.3pp | 180.65%-158.1pp | 41.64%-19.1pp |
| Employer contribution / active EE | $2,093 | $3,048-31.3% | $3,689-43.3% | $2,551-18.0% |
| Participant deferral / active EE | $4,750 | $4,036+17.7% | $5,072-6.4% | $4,139+14.7% |
| Admin fee / account holder | $7,044 | $7,146-1.4% | $8,859-20.5% | $7,234-2.6% |