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 8-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 | $30,415 | $111,535-72.7% | $105,223-71.1% | $137,256-77.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 16.99% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,059 | $3,939-73.1% | $3,689-71.3% | $4,156-74.5% |
| Participant deferral / active EE | $1,593 | $5,500-71.0% | $5,072-68.6% | $6,407-75.1% |
| Admin fee / account holder | $516 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |