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 | $67,520 | $95,453-29.3% | $112,040-39.7% | $82,448-18.1% |
| Participation rate | 42.4% | 72.8%-30.4pp | 76.5%-34.1pp | 68.1%-25.7pp |
| Annual return | 16.72% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,016 | $2,318-56.2% | $2,954-65.6% | $2,551-60.2% |
| Participant deferral / active EE | $2,966 | $4,224-29.8% | $5,098-41.8% | $4,139-28.3% |
| Admin fee / account holder | $9,376 | $9,013+4.0% | $12,098-22.5% | $7,234+29.6% |