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 | $100,941 | $154,228-34.6% | $145,433-30.6% | $137,256-26.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,903 | $4,804-60.4% | $4,554-58.2% | $4,156-54.2% |
| Participant deferral / active EE | $8,311 | $8,216+1.1% | $7,897+5.2% | $6,407+29.7% |
| Admin fee / account holder | $1,645 | $14,344-88.5% | $13,129-87.5% | $12,270-86.6% |