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 | $51,379 | $29,319+75.2% | $52,425-2.0% | $82,448-37.7% |
| Participation rate | 8.3% | 46.9%-38.5pp | 55.6%-47.3pp | 68.1%-59.7pp |
| Annual return | 21.91% | 535.20%-513.3pp | 302.12%-280.2pp | 41.64%-19.7pp |
| Employer contribution / active EE | $176 | $586-70.0% | $914-80.8% | $2,551-93.1% |
| Participant deferral / active EE | $1,127 | $1,171-3.8% | $1,790-37.1% | $4,139-72.8% |
| Admin fee / account holder | $1,935 | $1,962-1.4% | $2,495-22.5% | $7,234-73.3% |