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 4-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 | $40,076 | $100,004-59.9% | $81,438-50.8% | $145,959-72.5% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.5%-31.0pp | 80.3%-41.8pp |
| Annual return | 15.16% | 34.34%-19.2pp | 24.74%-9.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,062 | $2,970-64.2% | $2,460-56.8% | $4,661-77.2% |
| Participant deferral / active EE | $1,862 | $4,603-59.6% | $3,883-52.1% | $6,689-72.2% |
| Admin fee / account holder | $2,192 | $8,202-73.3% | $5,764-62.0% | $13,398-83.6% |