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 | $73,916 | $172,111-57.1% | $150,298-50.8% | $137,256-46.1% |
| Participation rate | 27.3% | 81.7%-54.4pp | 77.8%-50.5pp | 80.0%-52.7pp |
| Annual return | 21.45% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,226 | $4,636-73.6% | $4,154-70.5% | $4,156-70.5% |
| Participant deferral / active EE | $3,192 | $6,166-48.2% | $5,453-41.5% | $6,407-50.2% |
| Admin fee / account holder | $652 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |