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 8-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 | $80,764 | $81,233-0.6% | $155,567-48.1% | $80,874-0.1% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 26.82% | 33.33%-6.5pp | 64.74%-37.9pp | 35.62%-8.8pp |
| Employer contribution / active EE | $658 | $3,101-78.8% | $4,674-85.9% | $2,756-76.1% |
| Participant deferral / active EE | $1,456 | $3,452-57.8% | $5,628-74.1% | $4,297-66.1% |
| Admin fee / account holder | $71,550 | $7,998+794.6% | $15,916+349.5% | $6,935+931.7% |