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 | $64,769 | $106,749-39.3% | $145,433-55.5% | $82,448-21.4% |
| Participation rate | 60.7% | 75.6%-14.9pp | 82.1%-21.4pp | 68.1%-7.4pp |
| Annual return | 21.41% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,814 | $6,519+65.9% | $7,897+36.9% | $4,139+161.3% |
| Admin fee / account holder | $3,869 | $8,390-53.9% | $13,129-70.5% | $7,234-46.5% |