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 | $40,035 | $94,031-57.4% | $115,768-65.4% | $82,448-51.4% |
| Participation rate | 56.2% | 70.4%-14.2pp | 74.4%-18.2pp | 68.1%-11.9pp |
| Annual return | 13.69% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,598 | $2,323-31.2% | $2,940-45.6% | $2,551-37.3% |
| Participant deferral / active EE | $2,438 | $3,972-38.6% | $4,917-50.4% | $4,139-41.1% |
| Admin fee / account holder | $3,905 | $10,249-61.9% | $12,439-68.6% | $7,234-46.0% |