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 | $12,135 | $68,097-82.2% | $62,929-80.7% | $137,256-91.2% |
| Participation rate | 61.5% | 77.4%-15.9pp | 73.1%-11.6pp | 80.0%-18.4pp |
| Annual return | 21.90% | 1859.11%-1837.2pp | 1063.93%-1042.0pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,278 | $2,811-54.6% | $2,505-49.0% | $4,156-69.3% |
| Participant deferral / active EE | $1,658 | $4,553-63.6% | $3,888-57.4% | $6,407-74.1% |
| Admin fee / account holder | $1,271 | $6,521-80.5% | $5,065-74.9% | $12,270-89.6% |