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 9-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 | $13,728 | $111,535-87.7% | $105,223-87.0% | $137,256-90.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 27.71% | 237.85%-210.1pp | 180.65%-152.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $1,926 | $3,939-51.1% | $3,689-47.8% | $4,156-53.7% |
| Participant deferral / active EE | $3,630 | $5,500-34.0% | $5,072-28.4% | $6,407-43.3% |
| Admin fee / account holder | $9,115 | $9,721-6.2% | $8,859+2.9% | $12,270-25.7% |