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 7-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 | $54,057 | $88,360-38.8% | $145,433-62.8% | $67,986-20.5% |
| Participation rate | 34.3% | 65.5%-31.2pp | 82.1%-47.9pp | 57.2%-22.9pp |
| Annual return | 17.01% | 63.15%-46.1pp | 66.58%-49.6pp | 31.67%-14.7pp |
| Employer contribution / active EE | $1,578 | $3,054-48.3% | $4,554-65.4% | $2,019-21.8% |
| Participant deferral / active EE | $3,488 | $5,932-41.2% | $7,897-55.8% | $3,358+3.9% |
| Admin fee / account holder | $1,313 | $3,313-60.4% | $13,129-90.0% | $3,203-59.0% |