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 3-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 | $52,298 | $111,535-53.1% | $105,223-50.3% | $137,256-61.9% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.0%-30.0pp | 80.0%-35.0pp |
| Annual return | 15.82% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,983 | $3,939-49.7% | $3,689-46.2% | $4,156-52.3% |
| Participant deferral / active EE | $3,371 | $5,500-38.7% | $5,072-33.5% | $6,407-47.4% |
| Admin fee / account holder | $497 | $9,721-94.9% | $8,859-94.4% | $12,270-95.9% |