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 10-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 | $86,134 | $172,111-50.0% | $150,298-42.7% | $137,256-37.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.71% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,887 | $4,636-37.7% | $4,154-30.5% | $4,156-30.5% |
| Participant deferral / active EE | $7,560 | $6,166+22.6% | $5,453+38.6% | $6,407+18.0% |
| Admin fee / account holder | $967 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |