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 5-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 | $28,348 | $172,111-83.5% | $150,298-81.1% | $137,256-79.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 20.24% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,073 | $4,636-55.3% | $4,154-50.1% | $4,156-50.1% |
| Participant deferral / active EE | $3,109 | $6,166-49.6% | $5,453-43.0% | $6,407-51.5% |
| Admin fee / account holder | $773 | $16,471-95.3% | $14,116-94.5% | $12,270-93.7% |