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 | $84,456 | $111,535-24.3% | $105,223-19.7% | $137,256-38.5% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 15.25% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,734 | $3,939-56.0% | $3,689-53.0% | $4,156-58.3% |
| Participant deferral / active EE | $3,278 | $5,500-40.4% | $5,072-35.4% | $6,407-48.8% |
| Admin fee / account holder | $9,438 | $9,721-2.9% | $8,859+6.5% | $12,270-23.1% |