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 | $91,757 | $172,111-46.7% | $150,298-38.9% | $137,256-33.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 13.63% | 69.37%-55.7pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $5,518 | $4,636+19.0% | $4,154+32.8% | $4,156+32.8% |
| Participant deferral / active EE | $16,438 | $6,166+166.6% | $5,453+201.5% | $6,407+156.6% |
| Admin fee / account holder | $45,300 | $16,471+175.0% | $14,116+220.9% | $12,270+269.2% |