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 3-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 | $10,019 | $72,071-86.1% | $68,368-85.3% | $137,256-92.7% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 23.72% | 353.14%-329.4pp | 292.57%-268.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,283 | $2,788-54.0% | $2,649-51.6% | $4,156-69.1% |
| Participant deferral / active EE | $1,771 | $4,410-59.9% | $4,123-57.1% | $6,407-72.4% |
| Admin fee / account holder | $1,834 | $5,336-65.6% | $5,150-64.4% | $12,270-85.1% |