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 6-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 | $125,880 | $45,343+177.6% | $150,298-16.2% | $67,986+85.2% |
| Participation rate | 36.5% | 51.9%-15.3pp | 77.8%-41.2pp | 57.2%-20.7pp |
| Annual return | 17.99% | 33.28%-15.3pp | 62.79%-44.8pp | 31.67%-13.7pp |
| Employer contribution / active EE | $940 | $1,462-35.7% | $4,154-77.4% | $2,019-53.5% |
| Participant deferral / active EE | $1,639 | $2,055-20.2% | $5,453-69.9% | $3,358-51.2% |
| Admin fee / account holder | $2,085 | $2,250-7.3% | $14,116-85.2% | $3,203-34.9% |