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 | $17,525 | $149,040-88.2% | $120,225-85.4% | $137,256-87.2% |
| Participation rate | 63.2% | 75.4%-12.3pp | 69.6%-6.4pp | 80.0%-16.8pp |
| Annual return | 18.51% | 605.68%-587.2pp | 439.23%-420.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $951 | $4,350-78.1% | $3,475-72.6% | $4,156-77.1% |
| Participant deferral / active EE | $1,083 | $4,655-76.7% | $3,999-72.9% | $6,407-83.1% |
| Admin fee / account holder | $657 | $6,348-89.6% | $5,696-88.5% | $12,270-94.6% |