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 7-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 | $29,957 | $117,859-74.6% | $102,438-70.8% | $145,959-79.5% |
| Participation rate | 59.1% | 78.6%-19.5pp | 76.5%-17.4pp | 80.3%-21.2pp |
| Annual return | 23.41% | 31.72%-8.3pp | 29.37%-6.0pp | 561.95%-538.5pp |
| Employer contribution / active EE | $1,302 | $3,615-64.0% | $3,024-56.9% | $4,661-72.1% |
| Participant deferral / active EE | $3,949 | $5,732-31.1% | $5,054-21.9% | $6,689-41.0% |
| Admin fee / account holder | $3,535 | $13,318-73.5% | $9,448-62.6% | $13,398-73.6% |