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 | $49,591 | $76,407-35.1% | $150,298-67.0% | $82,448-39.9% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 13.50% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,960 | $3,214-39.0% | $5,453-64.1% | $4,139-52.7% |
| Admin fee / account holder | $15,911 | $6,352+150.5% | $14,116+12.7% | $7,234+119.9% |