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 7-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 | $50,043 | $111,814-55.2% | $103,374-51.6% | $145,959-65.7% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 18.28% | 24.77%-6.5pp | 24.89%-6.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,789 | $4,214-57.5% | $3,869-53.8% | $4,661-61.6% |
| Participant deferral / active EE | $2,298 | $5,618-59.1% | $5,058-54.6% | $6,689-65.6% |
| Admin fee / account holder | $14,537 | $9,754+49.0% | $8,394+73.2% | $13,398+8.5% |