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 4-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 | $53,845 | $57,590-6.5% | $86,233-37.6% | $82,448-34.7% |
| Participation rate | 22.9% | 57.9%-35.0pp | 69.0%-46.2pp | 68.1%-45.2pp |
| Annual return | 20.74% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,125 | $1,655-32.1% | $2,504-55.1% | $2,551-55.9% |
| Participant deferral / active EE | $3,043 | $3,080-1.2% | $4,559-33.3% | $4,139-26.5% |
| Admin fee / account holder | $3,936 | $4,730-16.8% | $8,342-52.8% | $7,234-45.6% |