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 | $29,262 | $80,812-63.8% | $160,784-81.8% | $82,448-64.5% |
| Participation rate | 31.1% | 66.2%-35.1pp | 77.0%-45.8pp | 68.1%-37.0pp |
| Annual return | 30.10% | 100.59%-70.5pp | 1803.92%-1773.8pp | 41.64%-11.5pp |
| Employer contribution / active EE | $2,612 | $2,174+20.2% | $3,733-30.0% | $2,551+2.4% |
| Participant deferral / active EE | $3,391 | $4,335-21.8% | $6,293-46.1% | $4,139-18.1% |
| Admin fee / account holder | $1,742 | $7,695-77.4% | $9,717-82.1% | $7,234-75.9% |