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 | $39,485 | $55,472-28.8% | $155,567-74.6% | $74,546-47.0% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.8pp | 67.2%-16.8pp |
| Annual return | 56.87% | 268.72%-211.8pp | 64.74%-7.9pp | 1366.03%-1309.2pp |
| Employer contribution / active EE | $791 | $2,269-65.1% | $4,674-83.1% | $2,624-69.9% |
| Participant deferral / active EE | $5,622 | $2,838+98.1% | $5,628-0.1% | $4,347+29.3% |
| Admin fee / account holder | $6,023 | $1,743+245.6% | $15,916-62.2% | $1,944+209.9% |