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 4-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 | $18,859 | $108,912-82.7% | $100,383-81.2% | $145,959-87.1% |
| Participation rate | 62.5% | 83.0%-20.5pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 13.60% | 57.96%-44.4pp | 49.26%-35.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,845 | $4,423-58.3% | $3,944-53.2% | $4,661-60.4% |
| Participant deferral / active EE | $3,055 | $8,451-63.9% | $8,086-62.2% | $6,689-54.3% |
| Admin fee / account holder | $566 | $9,690-94.2% | $7,900-92.8% | $13,398-95.8% |