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 8-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 | $47,429 | $172,111-72.4% | $150,298-68.4% | $137,256-65.4% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 12.71% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,297 | $4,636-72.0% | $4,154-68.8% | $4,156-68.8% |
| Participant deferral / active EE | $5,353 | $6,166-13.2% | $5,453-1.8% | $6,407-16.4% |
| Admin fee / account holder | $1,838 | $16,471-88.8% | $14,116-87.0% | $12,270-85.0% |