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 | $77,896 | $154,228-49.5% | $145,433-46.4% | $137,256-43.2% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 50.16% | 74.59%-24.4pp | 66.58%-16.4pp | 220.34%-170.2pp |
| Employer contribution / active EE | $1,785 | $4,804-62.8% | $4,554-60.8% | $4,156-57.1% |
| Participant deferral / active EE | $6,168 | $8,216-24.9% | $7,897-21.9% | $6,407-3.7% |
| Admin fee / account holder | $2,328 | $14,344-83.8% | $13,129-82.3% | $12,270-81.0% |