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 | $28,511 | $149,040-80.9% | $120,225-76.3% | $137,256-79.2% |
| Participation rate | 61.5% | 75.4%-13.9pp | 69.6%-8.0pp | 80.0%-18.4pp |
| Annual return | 17.27% | 605.68%-588.4pp | 439.23%-422.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,944 | $4,655-36.7% | $3,999-26.4% | $6,407-54.0% |
| Admin fee / account holder | $387 | $6,348-93.9% | $5,696-93.2% | $12,270-96.8% |