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 | $35,349 | $111,535-68.3% | $105,223-66.4% | $137,256-74.2% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 22.02% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,043 | $3,939-48.1% | $3,689-44.6% | $4,156-50.9% |
| Participant deferral / active EE | $6,162 | $5,500+12.0% | $5,072+21.5% | $6,407-3.8% |
| Admin fee / account holder | $1,042 | $9,721-89.3% | $8,859-88.2% | $12,270-91.5% |