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 | $72,670 | $173,340-58.1% | $136,007-46.6% | $145,959-50.2% |
| Participation rate | 20.0% | 80.5%-60.5pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 12.72% | 1163.32%-1150.6pp | 579.32%-566.6pp | 561.95%-549.2pp |
| Employer contribution / active EE | $945 | $5,275-82.1% | $4,215-77.6% | $4,661-79.7% |
| Participant deferral / active EE | $3,360 | $8,699-61.4% | $7,024-52.2% | $6,689-49.8% |
| Admin fee / account holder | $381 | $9,954-96.2% | $6,858-94.5% | $13,398-97.2% |