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 3-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 | $25,454 | $88,672-71.3% | $105,223-75.8% | $82,448-69.1% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 111.82% | 30.86%+81.0pp | 180.65%-68.8pp | 41.64%+70.2pp |
| Employer contribution / active EE | $1,429 | $3,048-53.1% | $3,689-61.3% | $2,551-44.0% |
| Participant deferral / active EE | $3,432 | $4,036-15.0% | $5,072-32.3% | $4,139-17.1% |
| Admin fee / account holder | $412 | $7,146-94.2% | $8,859-95.4% | $7,234-94.3% |