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 5-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 | $111,645 | $172,111-35.1% | $150,298-25.7% | $137,256-18.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 11.99% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,102 | $4,636-76.2% | $4,154-73.5% | $4,156-73.5% |
| Participant deferral / active EE | $8,464 | $6,166+37.3% | $5,453+55.2% | $6,407+32.1% |
| Admin fee / account holder | $20,347 | $16,471+23.5% | $14,116+44.1% | $12,270+65.8% |