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 | $12,460 | $81,233-84.7% | $155,567-92.0% | $80,874-84.6% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 11.65% | 33.33%-21.7pp | 64.74%-53.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $515 | $3,101-83.4% | $4,674-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $1,610 | $3,452-53.4% | $5,628-71.4% | $4,297-62.5% |
| Admin fee / account holder | $795 | $7,998-90.1% | $15,916-95.0% | $6,935-88.5% |