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 | $101,994 | $71,057+43.5% | $93,654+8.9% | $80,874+26.1% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 10.26% | 11.26%-1.0pp | 133.34%-123.1pp | 35.62%-25.4pp |
| Employer contribution / active EE | $387 | $1,564-75.3% | $2,421-84.0% | $2,756-86.0% |
| Participant deferral / active EE | $3,867 | $4,034-4.1% | $4,413-12.4% | $4,297-10.0% |
| Admin fee / account holder | $19,419 | $6,944+179.7% | $8,282+134.5% | $6,935+180.0% |