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 7-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 | $33,808 | $47,479-28.8% | $62,929-46.3% | $82,448-59.0% |
| Participation rate | 69.6% | 66.9%+2.7pp | 73.1%-3.5pp | 68.1%+1.5pp |
| Annual return | 18.81% | 20.34%-1.5pp | 1063.93%-1045.1pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,084 | $1,885+10.5% | $2,505-16.8% | $2,551-18.3% |
| Participant deferral / active EE | $3,046 | $2,870+6.1% | $3,888-21.7% | $4,139-26.4% |
| Admin fee / account holder | $521 | $3,804-86.3% | $5,065-89.7% | $7,234-92.8% |