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 | $39,451 | $111,814-64.7% | $103,374-61.8% | $145,959-73.0% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 9.34% | 24.77%-15.4pp | 24.89%-15.5pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,093 | $4,214-74.1% | $3,869-71.8% | $4,661-76.6% |
| Participant deferral / active EE | $3,371 | $5,618-40.0% | $5,058-33.4% | $6,689-49.6% |
| Admin fee / account holder | $9,746 | $9,754-0.1% | $8,394+16.1% | $13,398-27.3% |