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 | $22,028 | $180,749-87.8% | $160,784-86.3% | $137,256-84.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 20.58% | 2234.46%-2213.9pp | 1803.92%-1783.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $782 | $4,155-81.2% | $3,733-79.1% | $4,156-81.2% |
| Participant deferral / active EE | $1,702 | $6,844-75.1% | $6,293-73.0% | $6,407-73.4% |
| Admin fee / account holder | $715 | $10,397-93.1% | $9,717-92.6% | $12,270-94.2% |