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 7-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 | $61,692 | $172,111-64.2% | $150,298-59.0% | $137,256-55.1% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 17.53% | 69.37%-51.8pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,742 | $4,636-62.4% | $4,154-58.1% | $4,156-58.1% |
| Participant deferral / active EE | $2,431 | $6,166-60.6% | $5,453-55.4% | $6,407-62.0% |
| Admin fee / account holder | $334 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |