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 | $25,241 | $81,233-68.9% | $155,567-83.8% | $80,874-68.8% |
| Participation rate | 58.6% | 66.2%-7.6pp | 78.2%-19.6pp | 67.6%-9.0pp |
| Annual return | 63.42% | 33.33%+30.1pp | 64.74%-1.3pp | 35.62%+27.8pp |
| Employer contribution / active EE | $1,583 | $3,101-48.9% | $4,674-66.1% | $2,756-42.6% |
| Participant deferral / active EE | $3,698 | $3,452+7.1% | $5,628-34.3% | $4,297-13.9% |
| Admin fee / account holder | $398 | $7,998-95.0% | $15,916-97.5% | $6,935-94.3% |