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 9-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 | $55,421 | $111,535-50.3% | $105,223-47.3% | $137,256-59.6% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 15.10% | 237.85%-222.8pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,077 | $3,939-72.7% | $3,689-70.8% | $4,156-74.1% |
| Participant deferral / active EE | $2,527 | $5,500-54.1% | $5,072-50.2% | $6,407-60.6% |
| Admin fee / account holder | $2,270 | $9,721-76.7% | $8,859-74.4% | $12,270-81.5% |