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 | $49,493 | $58,234-15.0% | $81,783-39.5% | $80,874-38.8% |
| Participation rate | 30.3% | 63.4%-33.1pp | 72.4%-42.1pp | 67.6%-37.3pp |
| Annual return | 13.85% | 41.70%-27.9pp | 775.05%-761.2pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,189 | $2,341-49.2% | $2,913-59.2% | $2,756-56.8% |
| Participant deferral / active EE | $2,450 | $3,283-25.4% | $4,320-43.3% | $4,297-43.0% |
| Admin fee / account holder | $1,151 | $4,982-76.9% | $7,380-84.4% | $6,935-83.4% |