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 | $56,453 | $112,729-49.9% | $98,716-42.8% | $137,256-58.9% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 14.37% | 38.48%-24.1pp | 31.81%-17.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $526 | $2,725-80.7% | $2,279-76.9% | $4,156-87.3% |
| Participant deferral / active EE | $2,327 | $4,640-49.9% | $4,048-42.5% | $6,407-63.7% |
| Admin fee / account holder | $536 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |