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 | $25,264 | $169,161-85.1% | $129,295-80.5% | $145,959-82.7% |
| Participation rate | 46.7% | 76.5%-29.8pp | 69.6%-23.0pp | 80.3%-33.6pp |
| Annual return | 13.02% | 14348.07%-14335.0pp | 9429.28%-9416.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,294 | $5,543-76.6% | $4,157-68.9% | $4,661-72.2% |
| Participant deferral / active EE | $3,173 | $4,989-36.4% | $4,169-23.9% | $6,689-52.6% |
| Admin fee / account holder | $3,168 | $9,878-67.9% | $7,665-58.7% | $13,398-76.4% |