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 7-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 | $40,239 | $97,125-58.6% | $86,233-53.3% | $137,256-70.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 14.93% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $659 | $2,841-76.8% | $2,504-73.7% | $4,156-84.1% |
| Participant deferral / active EE | $1,739 | $5,180-66.4% | $4,559-61.9% | $6,407-72.9% |
| Admin fee / account holder | $26,858 | $9,725+176.2% | $8,342+222.0% | $12,270+118.9% |