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 7-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 | $61,174 | $180,749-66.2% | $160,784-62.0% | $137,256-55.4% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.0%-18.1pp | 80.0%-21.1pp |
| Annual return | 17.56% | 2234.46%-2216.9pp | 1803.92%-1786.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $951 | $4,155-77.1% | $3,733-74.5% | $4,156-77.1% |
| Participant deferral / active EE | $1,634 | $6,844-76.1% | $6,293-74.0% | $6,407-74.5% |
| Admin fee / account holder | $1,705 | $10,397-83.6% | $9,717-82.4% | $12,270-86.1% |