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 | $46,136 | $88,710-48.0% | $81,783-43.6% | $145,959-68.4% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 10.61% | 1027.26%-1016.7pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,558 | $3,083-17.0% | $2,913-12.2% | $4,661-45.1% |
| Participant deferral / active EE | $5,386 | $4,645+16.0% | $4,320+24.7% | $6,689-19.5% |
| Admin fee / account holder | $9,827 | $8,407+16.9% | $7,380+33.2% | $13,398-26.7% |