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 | $57,975 | $76,407-24.1% | $150,298-61.4% | $82,448-29.7% |
| Participation rate | 65.5% | 66.4%-0.9pp | 77.8%-12.2pp | 68.1%-2.6pp |
| Annual return | 18.22% | 39.99%-21.8pp | 62.79%-44.6pp | 41.64%-23.4pp |
| Employer contribution / active EE | $716 | $2,614-72.6% | $4,154-82.8% | $2,551-71.9% |
| Participant deferral / active EE | $3,444 | $3,214+7.2% | $5,453-36.8% | $4,139-16.8% |
| Admin fee / account holder | $3,832 | $6,352-39.7% | $14,116-72.9% | $7,234-47.0% |