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 9-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 | $68,768 | $77,164-10.9% | $178,014-61.4% | $80,874-15.0% |
| Participation rate | 25.4% | 65.7%-40.3pp | 77.1%-51.7pp | 67.6%-42.2pp |
| Annual return | 18.23% | 18.09%+0.1pp | 294.80%-276.6pp | 35.62%-17.4pp |
| Employer contribution / active EE | $1,231 | $2,288-46.2% | $3,950-68.8% | $2,756-55.3% |
| Participant deferral / active EE | $3,270 | $4,408-25.8% | $6,276-47.9% | $4,297-23.9% |
| Admin fee / account holder | $2,961 | $7,164-58.7% | $10,362-71.4% | $6,935-57.3% |