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 6-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 | $56,006 | $210,698-73.4% | $178,014-68.5% | $145,959-61.6% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.5pp | 80.3%-16.6pp |
| Annual return | 14.28% | 386.27%-372.0pp | 294.80%-280.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,084 | $4,567-54.4% | $3,950-47.2% | $4,661-55.3% |
| Participant deferral / active EE | $4,052 | $6,958-41.8% | $6,276-35.4% | $6,689-39.4% |
| Admin fee / account holder | $1,886 | $12,016-84.3% | $10,362-81.8% | $13,398-85.9% |