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 | $72,733 | $95,453-23.8% | $112,040-35.1% | $82,448-11.8% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.5%-17.2pp | 68.1%-8.8pp |
| Annual return | 16.51% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,473 | $2,318-36.4% | $2,954-50.1% | $2,551-42.2% |
| Participant deferral / active EE | $2,718 | $4,224-35.7% | $5,098-46.7% | $4,139-34.3% |
| Admin fee / account holder | $468 | $9,013-94.8% | $12,098-96.1% | $7,234-93.5% |