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 | $79,900 | $100,970-20.9% | $96,576-17.3% | $137,256-41.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 16.38% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $630 | $3,809-83.5% | $3,553-82.3% | $4,156-84.8% |
| Participant deferral / active EE | $9,076 | $8,286+9.5% | $7,956+14.1% | $6,407+41.7% |
| Admin fee / account holder | $2,161 | $11,312-80.9% | $11,381-81.0% | $12,270-82.4% |