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 | $38,327 | $111,814-65.7% | $103,374-62.9% | $145,959-73.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.92% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.0pp |
| Employer contribution / active EE | $986 | $4,214-76.6% | $3,869-74.5% | $4,661-78.9% |
| Participant deferral / active EE | $2,831 | $5,618-49.6% | $5,058-44.0% | $6,689-57.7% |
| Admin fee / account holder | $5,133 | $9,754-47.4% | $8,394-38.8% | $13,398-61.7% |