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 | $10,989 | $101,618-89.2% | $93,063-88.2% | $137,256-92.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 18.70% | 223.95%-205.2pp | 34.15%-15.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $965 | $2,707-64.3% | $2,476-61.0% | $4,156-76.8% |
| Participant deferral / active EE | $1,023 | $4,279-76.1% | $3,958-74.2% | $6,407-84.0% |
| Admin fee / account holder | $1,768 | $6,198-71.5% | $6,033-70.7% | $12,270-85.6% |