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 3-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 | $32,739 | $67,894-51.8% | $89,340-63.4% | $82,448-60.3% |
| Participation rate | 58.0% | 64.0%-6.0pp | 69.6%-11.6pp | 68.1%-10.1pp |
| Annual return | 19.39% | 19.21%+0.2pp | 20.57%-1.2pp | 41.64%-22.2pp |
| Employer contribution / active EE | $2,648 | $1,828+44.9% | $2,231+18.7% | $2,551+3.8% |
| Participant deferral / active EE | $4,929 | $3,072+60.4% | $3,823+28.9% | $4,139+19.1% |
| Admin fee / account holder | $3,115 | $5,723-45.6% | $6,704-53.5% | $7,234-56.9% |