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 8-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 | $75,411 | $111,535-32.4% | $105,223-28.3% | $137,256-45.1% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 114.12% | 237.85%-123.7pp | 180.65%-66.5pp | 220.34%-106.2pp |
| Employer contribution / active EE | $922 | $3,939-76.6% | $3,689-75.0% | $4,156-77.8% |
| Participant deferral / active EE | $5,030 | $5,500-8.5% | $5,072-0.8% | $6,407-21.5% |
| Admin fee / account holder | $646 | $9,721-93.4% | $8,859-92.7% | $12,270-94.7% |