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 | $129,896 | $112,729+15.2% | $98,716+31.6% | $137,256-5.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 19.56% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $662 | $2,725-75.7% | $2,279-70.9% | $4,156-84.1% |
| Participant deferral / active EE | $4,468 | $4,640-3.7% | $4,048+10.4% | $6,407-30.3% |
| Admin fee / account holder | $763 | $10,129-92.5% | $8,703-91.2% | $12,270-93.8% |