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 5-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 | $25,432 | $159,934-84.1% | $147,005-82.7% | $145,959-82.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 18.29% | 98.24%-80.0pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,463 | $5,287-72.3% | $4,934-70.3% | $4,661-68.6% |
| Participant deferral / active EE | $3,564 | $8,427-57.7% | $8,070-55.8% | $6,689-46.7% |
| Admin fee / account holder | $559 | $15,053-96.3% | $13,006-95.7% | $13,398-95.8% |