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 | $35,333 | $88,672-60.2% | $105,223-66.4% | $82,448-57.1% |
| Participation rate | 68.1% | 67.9%+0.2pp | 75.0%-7.0pp | 68.1%0pp |
| Annual return | 19.78% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,048 | $3,048-32.8% | $3,689-44.5% | $2,551-19.7% |
| Participant deferral / active EE | $4,133 | $4,036+2.4% | $5,072-18.5% | $4,139-0.2% |
| Admin fee / account holder | $925 | $7,146-87.1% | $8,859-89.6% | $7,234-87.2% |