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 8-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 | $56,782 | $97,125-41.5% | $86,233-34.2% | $137,256-58.6% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 18.61% | 74.19%-55.6pp | 61.39%-42.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,815 | $2,841-36.1% | $2,504-27.5% | $4,156-56.3% |
| Participant deferral / active EE | $3,451 | $5,180-33.4% | $4,559-24.3% | $6,407-46.1% |
| Admin fee / account holder | $914 | $9,725-90.6% | $8,342-89.0% | $12,270-92.5% |