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 | $75,052 | $172,111-56.4% | $150,298-50.1% | $137,256-45.3% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 18.10% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,007 | $4,636-35.1% | $4,154-27.6% | $4,156-27.6% |
| Participant deferral / active EE | $6,588 | $6,166+6.8% | $5,453+20.8% | $6,407+2.8% |
| Admin fee / account holder | $876 | $16,471-94.7% | $14,116-93.8% | $12,270-92.9% |