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 5-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 | $21,076 | $161,352-86.9% | $134,172-84.3% | $137,256-84.6% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 13.63% | 28.72%-15.1pp | 25.30%-11.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $790 | $4,099-80.7% | $3,420-76.9% | $4,156-81.0% |
| Participant deferral / active EE | $3,521 | $5,552-36.6% | $4,690-24.9% | $6,407-45.0% |
| Admin fee / account holder | $3,695 | $15,028-75.4% | $12,016-69.2% | $12,270-69.9% |