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 | $86,111 | $95,453-9.8% | $112,040-23.1% | $82,448+4.4% |
| Participation rate | 67.3% | 72.8%-5.4pp | 76.5%-9.1pp | 68.1%-0.7pp |
| Annual return | 25.98% | 23.92%+2.1pp | 24.52%+1.5pp | 41.64%-15.7pp |
| Employer contribution / active EE | $922 | $2,318-60.2% | $2,954-68.8% | $2,551-63.9% |
| Participant deferral / active EE | $3,687 | $4,224-12.7% | $5,098-27.7% | $4,139-10.9% |
| Admin fee / account holder | $1,725 | $9,013-80.9% | $12,098-85.7% | $7,234-76.2% |