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 | $71,113 | $85,515-16.8% | $112,040-36.5% | $67,986+4.6% |
| Participation rate | 37.0% | 68.2%-31.2pp | 76.5%-39.5pp | 57.2%-20.2pp |
| Annual return | 24.34% | 29.68%-5.3pp | 24.52%-0.2pp | 31.67%-7.3pp |
| Employer contribution / active EE | $1,098 | $2,191-49.9% | $2,954-62.8% | $2,019-45.6% |
| Participant deferral / active EE | $2,536 | $4,014-36.8% | $5,098-50.3% | $3,358-24.5% |
| Admin fee / account holder | $2,235 | $3,774-40.8% | $12,098-81.5% | $3,203-30.2% |