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 7-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 | $27,616 | $101,618-72.8% | $93,063-70.3% | $137,256-79.9% |
| Participation rate | 68.8% | 74.9%-6.2pp | 72.1%-3.4pp | 80.0%-11.2pp |
| Annual return | 11.33% | 223.95%-212.6pp | 34.15%-22.8pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,009 | $2,707-25.8% | $2,476-18.9% | $4,156-51.7% |
| Participant deferral / active EE | $2,229 | $4,279-47.9% | $3,958-43.7% | $6,407-65.2% |
| Admin fee / account holder | $2,839 | $6,198-54.2% | $6,033-52.9% | $12,270-76.9% |