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 | $109,375 | $111,535-1.9% | $105,223+3.9% | $137,256-20.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.10% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,164 | $3,939-19.7% | $3,689-14.2% | $4,156-23.9% |
| Participant deferral / active EE | $17,535 | $5,500+218.8% | $5,072+245.7% | $6,407+173.7% |
| Admin fee / account holder | $1,173 | $9,721-87.9% | $8,859-86.8% | $12,270-90.4% |