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 6-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 | $42,576 | $97,125-56.2% | $86,233-50.6% | $137,256-69.0% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.0%-30.9pp | 80.0%-41.9pp |
| Annual return | 19.77% | 74.19%-54.4pp | 61.39%-41.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,013 | $2,841-64.3% | $2,504-59.5% | $4,156-75.6% |
| Participant deferral / active EE | $3,527 | $5,180-31.9% | $4,559-22.6% | $6,407-44.9% |
| Admin fee / account holder | $2,777 | $9,725-71.4% | $8,342-66.7% | $12,270-77.4% |