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 4-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 | $37,194 | $99,921-62.8% | $85,009-56.2% | $145,959-74.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 75.58% | 83.89%-8.3pp | 66.47%+9.1pp | 561.95%-486.4pp |
| Employer contribution / active EE | $1,843 | $3,233-43.0% | $2,728-32.5% | $4,661-60.5% |
| Participant deferral / active EE | $5,053 | $5,293-4.5% | $4,522+11.8% | $6,689-24.4% |
| Admin fee / account holder | $1,562 | $7,252-78.5% | $6,153-74.6% | $13,398-88.3% |