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 7-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 | $100,965 | $101,763-0.8% | $164,866-38.8% | $80,874+24.8% |
| Participation rate | 67.9% | 71.8%-3.9pp | 78.6%-10.7pp | 67.6%+0.3pp |
| Annual return | 13.18% | 16.73%-3.5pp | 69.97%-56.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,940 | $2,954-34.4% | $4,343-55.3% | $2,756-29.6% |
| Participant deferral / active EE | $4,233 | $4,477-5.4% | $6,033-29.8% | $4,297-1.5% |
| Admin fee / account holder | $5,689 | $8,228-30.9% | $12,689-55.2% | $6,935-18.0% |