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 | $9,674 | $97,125-90.0% | $86,233-88.8% | $137,256-93.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.83% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,695 | $2,841-40.3% | $2,504-32.3% | $4,156-59.2% |
| Participant deferral / active EE | $2,225 | $5,180-57.0% | $4,559-51.2% | $6,407-65.3% |
| Admin fee / account holder | $2,353 | $9,725-75.8% | $8,342-71.8% | $12,270-80.8% |