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 4-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 | $53,739 | $100,004-46.3% | $81,438-34.0% | $145,959-63.2% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.5%-16.6pp | 80.3%-27.3pp |
| Annual return | 17.49% | 34.34%-16.9pp | 24.74%-7.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $3,948 | $2,970+32.9% | $2,460+60.5% | $4,661-15.3% |
| Participant deferral / active EE | $7,932 | $4,603+72.3% | $3,883+104.3% | $6,689+18.6% |
| Admin fee / account holder | $10,652 | $8,202+29.9% | $5,764+84.8% | $13,398-20.5% |