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 | $34,545 | $112,729-69.4% | $98,716-65.0% | $137,256-74.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.69% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,394 | $2,725-48.8% | $2,279-38.8% | $4,156-66.5% |
| Participant deferral / active EE | $3,515 | $4,640-24.3% | $4,048-13.2% | $6,407-45.1% |
| Admin fee / account holder | $333 | $10,129-96.7% | $8,703-96.2% | $12,270-97.3% |