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 3-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 | $52,930 | $111,814-52.7% | $103,374-48.8% | $145,959-63.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 13.32% | 24.77%-11.4pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,291 | $4,214-45.6% | $3,869-40.8% | $4,661-50.8% |
| Participant deferral / active EE | $11,497 | $5,618+104.6% | $5,058+127.3% | $6,689+71.9% |
| Admin fee / account holder | $1,233 | $9,754-87.4% | $8,394-85.3% | $13,398-90.8% |