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 5-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 | $12,777 | $29,051-56.0% | $52,425-75.6% | $67,986-81.2% |
| Participation rate | 69.4% | 30.4%+38.9pp | 55.6%+13.7pp | 57.2%+12.2pp |
| Annual return | 23.00% | 24.00%-1.0pp | 302.12%-279.1pp | 31.67%-8.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,954 | $873+238.4% | $1,790+65.0% | $3,358-12.0% |
| Admin fee / account holder | $2,486 | $2,113+17.7% | $2,495-0.4% | $3,203-22.4% |