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 | $52,727 | $97,125-45.7% | $86,233-38.9% | $137,256-61.6% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.0%-26.2pp | 80.0%-37.1pp |
| Annual return | 19.26% | 74.19%-54.9pp | 61.39%-42.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,304 | $2,841-54.1% | $2,504-47.9% | $4,156-68.6% |
| Participant deferral / active EE | $4,513 | $5,180-12.9% | $4,559-1.0% | $6,407-29.6% |
| Admin fee / account holder | $990 | $9,725-89.8% | $8,342-88.1% | $12,270-91.9% |