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 | $60,996 | $76,407-20.2% | $150,298-59.4% | $82,448-26.0% |
| Participation rate | 61.8% | 66.4%-4.6pp | 77.8%-16.0pp | 68.1%-6.3pp |
| Annual return | 18.99% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,655 | $2,614-36.7% | $4,154-60.2% | $2,551-35.1% |
| Participant deferral / active EE | $5,007 | $3,214+55.8% | $5,453-8.2% | $4,139+21.0% |
| Admin fee / account holder | $1,347 | $6,352-78.8% | $14,116-90.5% | $7,234-81.4% |