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 8-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 | $24,232 | $90,397-73.2% | $76,002-68.1% | $145,959-83.4% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.53% | 621.97%-606.4pp | 360.07%-344.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,326 | $3,317-60.0% | $2,688-50.7% | $4,661-71.5% |
| Participant deferral / active EE | $1,651 | $5,163-68.0% | $4,257-61.2% | $6,689-75.3% |
| Admin fee / account holder | $2,097 | $8,369-74.9% | $6,414-67.3% | $13,398-84.3% |