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 | $71,314 | $97,125-26.6% | $86,233-17.3% | $137,256-48.0% |
| Participation rate | 6.3% | 74.2%-67.9pp | 69.0%-62.8pp | 80.0%-73.7pp |
| Annual return | 18.41% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $792 | $2,841-72.1% | $2,504-68.4% | $4,156-80.9% |
| Participant deferral / active EE | $1,225 | $5,180-76.4% | $4,559-73.1% | $6,407-80.9% |
| Admin fee / account holder | $61,301 | $9,725+530.4% | $8,342+634.8% | $12,270+399.6% |