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 | $23,997 | $88,710-72.9% | $81,783-70.7% | $145,959-83.6% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.4%-61.2pp | 80.3%-69.2pp |
| Annual return | 14.09% | 1027.26%-1013.2pp | 775.05%-761.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $610 | $3,083-80.2% | $2,913-79.1% | $4,661-86.9% |
| Participant deferral / active EE | $1,285 | $4,645-72.3% | $4,320-70.3% | $6,689-80.8% |
| Admin fee / account holder | $9,866 | $8,407+17.4% | $7,380+33.7% | $13,398-26.4% |