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 | $81,949 | $58,234+40.7% | $81,783+0.2% | $80,874+1.3% |
| Participation rate | 38.9% | 63.4%-24.5pp | 72.4%-33.5pp | 67.6%-28.8pp |
| Annual return | 13.42% | 41.70%-28.3pp | 775.05%-761.6pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,472 | $2,341-37.1% | $2,913-49.5% | $2,756-46.6% |
| Participant deferral / active EE | $3,552 | $3,283+8.2% | $4,320-17.8% | $4,297-17.3% |
| Admin fee / account holder | $4,217 | $4,982-15.3% | $7,380-42.9% | $6,935-39.2% |