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 3-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 | $22,172 | $132,634-83.3% | $115,768-80.8% | $137,256-83.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 20.62% | 160.70%-140.1pp | 100.46%-79.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,556 | $3,360-53.7% | $2,940-47.1% | $4,156-62.6% |
| Participant deferral / active EE | $4,432 | $5,619-21.1% | $4,917-9.9% | $6,407-30.8% |
| Admin fee / account holder | $1,765 | $15,028-88.3% | $12,439-85.8% | $12,270-85.6% |