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 4-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 | $22,061 | $97,125-77.3% | $86,233-74.4% | $137,256-83.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 46.14% | 74.19%-28.1pp | 61.39%-15.3pp | 220.34%-174.2pp |
| Employer contribution / active EE | $1,154 | $2,841-59.4% | $2,504-53.9% | $4,156-72.2% |
| Participant deferral / active EE | $4,285 | $5,180-17.3% | $4,559-6.0% | $6,407-33.1% |
| Admin fee / account holder | $349 | $9,725-96.4% | $8,342-95.8% | $12,270-97.2% |