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 7-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 | $16,162 | $172,111-90.6% | $150,298-89.2% | $137,256-88.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 26.09% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,025 | $4,636-56.3% | $4,154-51.3% | $4,156-51.3% |
| Participant deferral / active EE | $2,286 | $6,166-62.9% | $5,453-58.1% | $6,407-64.3% |
| Admin fee / account holder | $510 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |