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 6-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 | $38,463 | $178,174-78.4% | $156,181-75.4% | $137,256-72.0% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.8%-22.3pp | 80.0%-23.4pp |
| Annual return | 19.80% | 84.19%-64.4pp | 64.87%-45.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,703 | $4,972-65.7% | $4,294-60.3% | $4,156-59.0% |
| Participant deferral / active EE | $3,784 | $6,888-45.1% | $6,132-38.3% | $6,407-40.9% |
| Admin fee / account holder | $2,423 | $17,404-86.1% | $14,586-83.4% | $12,270-80.3% |