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 4-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 | $35,897 | $165,584-78.3% | $142,942-74.9% | $137,256-73.8% |
| Participation rate | 45.5% | 80.1%-34.6pp | 76.8%-31.4pp | 80.0%-34.5pp |
| Annual return | 17.44% | 164.22%-146.8pp | 113.70%-96.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,774 | $4,725-41.3% | $4,139-33.0% | $4,156-33.2% |
| Participant deferral / active EE | $4,659 | $8,194-43.1% | $7,128-34.6% | $6,407-27.3% |
| Admin fee / account holder | $3,745 | $16,167-76.8% | $12,475-70.0% | $12,270-69.5% |