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 8-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 | $86,793 | $178,174-51.3% | $156,181-44.4% | $137,256-36.8% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 13.48% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,105 | $4,972-77.8% | $4,294-74.3% | $4,156-73.4% |
| Participant deferral / active EE | $3,716 | $6,888-46.1% | $6,132-39.4% | $6,407-42.0% |
| Admin fee / account holder | $1,562 | $17,404-91.0% | $14,586-89.3% | $12,270-87.3% |