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 3-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 | $44,091 | $97,125-54.6% | $86,233-48.9% | $137,256-67.9% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.0%-0.6pp | 80.0%-11.5pp |
| Annual return | 13.31% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,663 | $2,841+28.9% | $2,504+46.3% | $4,156-11.9% |
| Participant deferral / active EE | $10,132 | $5,180+95.6% | $4,559+122.2% | $6,407+58.1% |
| Admin fee / account holder | $27,689 | $9,725+184.7% | $8,342+231.9% | $12,270+125.7% |