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 9-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 | $14,539 | $99,921-85.4% | $85,009-82.9% | $145,959-90.0% |
| Participation rate | 52.4% | 74.1%-21.7pp | 67.5%-15.1pp | 80.3%-27.9pp |
| Annual return | 10.33% | 83.89%-73.6pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $841 | $3,233-74.0% | $2,728-69.2% | $4,661-81.9% |
| Participant deferral / active EE | $2,369 | $5,293-55.2% | $4,522-47.6% | $6,689-64.6% |
| Admin fee / account holder | $5,376 | $7,252-25.9% | $6,153-12.6% | $13,398-59.9% |