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 | $28,848 | $87,166-66.9% | $76,735-62.4% | $137,256-79.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 14.10% | 26.50%-12.4pp | 29.77%-15.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,719 | $2,904-40.8% | $2,454-30.0% | $4,156-58.6% |
| Participant deferral / active EE | $4,166 | $4,726-11.8% | $4,088+1.9% | $6,407-35.0% |
| Admin fee / account holder | $12,230 | $8,403+45.5% | $7,189+70.1% | $12,270-0.3% |