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 4-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 | $51,304 | $124,425-58.8% | $112,040-54.2% | $137,256-62.6% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 21.37% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,477 | $3,411-56.7% | $2,954-50.0% | $4,156-64.5% |
| Participant deferral / active EE | $5,633 | $5,718-1.5% | $5,098+10.5% | $6,407-12.1% |
| Admin fee / account holder | $1,100 | $15,207-92.8% | $12,098-90.9% | $12,270-91.0% |