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 | $29,267 | $111,535-73.8% | $105,223-72.2% | $137,256-78.7% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 41.64% | 237.85%-196.2pp | 180.65%-139.0pp | 220.34%-178.7pp |
| Employer contribution / active EE | $1,784 | $3,939-54.7% | $3,689-51.6% | $4,156-57.1% |
| Participant deferral / active EE | $2,983 | $5,500-45.8% | $5,072-41.2% | $6,407-53.4% |
| Admin fee / account holder | $537 | $9,721-94.5% | $8,859-93.9% | $12,270-95.6% |