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 3-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 | $35,534 | $72,071-50.7% | $68,368-48.0% | $137,256-74.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 23.34% | 353.14%-329.8pp | 292.57%-269.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,406 | $2,788-13.7% | $2,649-9.2% | $4,156-42.1% |
| Participant deferral / active EE | $3,578 | $4,410-18.9% | $4,123-13.2% | $6,407-44.2% |
| Admin fee / account holder | $312 | $5,336-94.2% | $5,150-93.9% | $12,270-97.5% |