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 | $31,214 | $159,934-80.5% | $147,005-78.8% | $145,959-78.6% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 13.38% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,034 | $5,287-61.5% | $4,934-58.8% | $4,661-56.4% |
| Participant deferral / active EE | $4,796 | $8,427-43.1% | $8,070-40.6% | $6,689-28.3% |
| Admin fee / account holder | $1,918 | $15,053-87.3% | $13,006-85.3% | $13,398-85.7% |