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 | $26,272 | $111,814-76.5% | $103,374-74.6% | $145,959-82.0% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 11.70% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,317 | $4,214-68.7% | $3,869-66.0% | $4,661-71.7% |
| Participant deferral / active EE | $2,361 | $5,618-58.0% | $5,058-53.3% | $6,689-64.7% |
| Admin fee / account holder | $312 | $9,754-96.8% | $8,394-96.3% | $13,398-97.7% |