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 | $42,379 | $38,967+8.8% | $86,233-50.9% | $79,634-46.8% |
| Participation rate | 26.2% | 34.1%-7.8pp | 69.0%-42.8pp | 62.5%-36.3pp |
| Annual return | 14.64% | 49.90%-35.3pp | 61.39%-46.7pp | 36.46%-21.8pp |
| Employer contribution / active EE | $813 | $868-6.4% | $2,504-67.5% | $2,529-67.9% |
| Participant deferral / active EE | $1,449 | $1,663-12.8% | $4,559-68.2% | $3,835-62.2% |
| Admin fee / account holder | $1,417 | $2,660-46.7% | $8,342-83.0% | $1,002+41.4% |