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 6-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 | $84,257 | $154,228-45.4% | $145,433-42.1% | $137,256-38.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 34.02% | 74.59%-40.6pp | 66.58%-32.6pp | 220.34%-186.3pp |
| Employer contribution / active EE | $1,295 | $4,804-73.0% | $4,554-71.6% | $4,156-68.8% |
| Participant deferral / active EE | $5,006 | $8,216-39.1% | $7,897-36.6% | $6,407-21.9% |
| Admin fee / account holder | $2,507 | $14,344-82.5% | $13,129-80.9% | $12,270-79.6% |