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 | $24,645 | $178,174-86.2% | $156,181-84.2% | $137,256-82.0% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.8%-14.1pp | 80.0%-15.3pp |
| Annual return | 21.56% | 84.19%-62.6pp | 64.87%-43.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,791 | $6,888-59.5% | $6,132-54.5% | $6,407-56.4% |
| Admin fee / account holder | $302 | $17,404-98.3% | $14,586-97.9% | $12,270-97.5% |