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 | $11,442 | $111,535-89.7% | $105,223-89.1% | $137,256-91.7% |
| Participation rate | 60.9% | 78.1%-17.2pp | 75.0%-14.2pp | 80.0%-19.1pp |
| Annual return | 19.35% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $873 | $3,939-77.8% | $3,689-76.3% | $4,156-79.0% |
| Participant deferral / active EE | $1,665 | $5,500-69.7% | $5,072-67.2% | $6,407-74.0% |
| Admin fee / account holder | $2,028 | $9,721-79.1% | $8,859-77.1% | $12,270-83.5% |