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 10-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 | $34,896 | $45,343-23.0% | $150,298-76.8% | $67,986-48.7% |
| Participation rate | 63.0% | 51.9%+11.1pp | 77.8%-14.8pp | 57.2%+5.8pp |
| Annual return | 13.42% | 33.28%-19.9pp | 62.79%-49.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $1,662 | $1,462+13.7% | $4,154-60.0% | $2,019-17.7% |
| Participant deferral / active EE | $2,863 | $2,055+39.3% | $5,453-47.5% | $3,358-14.8% |
| Admin fee / account holder | $3,903 | $2,250+73.5% | $14,116-72.4% | $3,203+21.8% |