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 9-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 | $77,978 | $111,814-30.3% | $93,654-16.7% | $145,959-46.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 12.18% | 203.30%-191.1pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,279 | $3,092-58.6% | $2,421-47.2% | $4,661-72.6% |
| Participant deferral / active EE | $5,563 | $4,914+13.2% | $4,413+26.1% | $6,689-16.8% |
| Admin fee / account holder | $8,780 | $10,246-14.3% | $8,282+6.0% | $13,398-34.5% |