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 | $174,455 | $154,228+13.1% | $145,433+20.0% | $137,256+27.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.75% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,520 | $4,804-47.5% | $4,554-44.7% | $4,156-39.4% |
| Participant deferral / active EE | $6,000 | $8,216-27.0% | $7,897-24.0% | $6,407-6.3% |
| Admin fee / account holder | $1,535 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |