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 | $15,406 | $180,749-91.5% | $160,784-90.4% | $137,256-88.8% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 20.89% | 2234.46%-2213.6pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,442 | $4,155-41.2% | $3,733-34.6% | $4,156-41.2% |
| Participant deferral / active EE | $2,534 | $6,844-63.0% | $6,293-59.7% | $6,407-60.5% |
| Admin fee / account holder | $6,193 | $10,397-40.4% | $9,717-36.3% | $12,270-49.5% |