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 6-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 | $58,097 | $88,672-34.5% | $105,223-44.8% | $82,448-29.5% |
| Participation rate | 48.6% | 67.9%-19.4pp | 75.0%-26.5pp | 68.1%-19.5pp |
| Annual return | 22.10% | 30.86%-8.8pp | 180.65%-158.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,640 | $3,048-46.2% | $3,689-55.5% | $2,551-35.7% |
| Participant deferral / active EE | $3,480 | $4,036-13.8% | $5,072-31.4% | $4,139-15.9% |
| Admin fee / account holder | $5,513 | $7,146-22.8% | $8,859-37.8% | $7,234-23.8% |