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 3-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 | $32,697 | $89,248-63.4% | $136,007-76.0% | $74,546-56.1% |
| Participation rate | 35.5% | 69.4%-33.9pp | 76.5%-41.0pp | 67.2%-31.7pp |
| Annual return | 20.34% | 22.76%-2.4pp | 579.32%-559.0pp | 1366.03%-1345.7pp |
| Employer contribution / active EE | $2,238 | $2,838-21.1% | $4,215-46.9% | $2,624-14.7% |
| Participant deferral / active EE | $4,309 | $4,598-6.3% | $7,024-38.7% | $4,347-0.9% |
| Admin fee / account holder | $2,654 | $1,545+71.8% | $6,858-61.3% | $1,944+36.6% |