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 | $90,986 | $111,535-18.4% | $105,223-13.5% | $137,256-33.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.00% | 237.85%-219.9pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,855 | $3,939-52.9% | $3,689-49.7% | $4,156-55.4% |
| Participant deferral / active EE | $5,039 | $5,500-8.4% | $5,072-0.6% | $6,407-21.3% |
| Admin fee / account holder | $2,441 | $9,721-74.9% | $8,859-72.4% | $12,270-80.1% |