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 10-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 | $43,420 | $45,343-4.2% | $150,298-71.1% | $67,986-36.1% |
| Participation rate | 32.1% | 51.9%-19.8pp | 77.8%-45.7pp | 57.2%-25.1pp |
| Annual return | 15.90% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $885 | $1,462-39.4% | $4,154-78.7% | $2,019-56.1% |
| Participant deferral / active EE | $1,635 | $2,055-20.4% | $5,453-70.0% | $3,358-51.3% |
| Admin fee / account holder | $1,808 | $2,250-19.6% | $14,116-87.2% | $3,203-43.6% |