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 | $33,836 | $29,319+15.4% | $52,425-35.5% | $82,448-59.0% |
| Participation rate | 39.1% | 46.9%-7.7pp | 55.6%-16.5pp | 68.1%-28.9pp |
| Annual return | 18.85% | 535.20%-516.3pp | 302.12%-283.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $714 | $586+21.8% | $914-21.9% | $2,551-72.0% |
| Participant deferral / active EE | $1,665 | $1,171+42.1% | $1,790-7.0% | $4,139-59.8% |
| Admin fee / account holder | $879 | $1,962-55.2% | $2,495-64.8% | $7,234-87.9% |