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 9-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 | $121,942 | $183,592-33.6% | $155,567-21.6% | $145,959-16.5% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.5pp | 80.3%-38.6pp |
| Annual return | 9.73% | 61.24%-51.5pp | 64.74%-55.0pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,237 | $5,315-76.7% | $4,674-73.5% | $4,661-73.5% |
| Participant deferral / active EE | $5,588 | $6,464-13.6% | $5,628-0.7% | $6,689-16.5% |
| Admin fee / account holder | $10,572 | $19,318-45.3% | $15,916-33.6% | $13,398-21.1% |