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 | $41,904 | $51,638-18.8% | $68,368-38.7% | $82,448-49.2% |
| Participation rate | 67.5% | 63.6%+3.9pp | 73.8%-6.3pp | 68.1%-0.6pp |
| Annual return | 470.86% | 37.53%+433.3pp | 292.57%+178.3pp | 41.64%+429.2pp |
| Employer contribution / active EE | $1,741 | $2,047-14.9% | $2,649-34.3% | $2,551-31.7% |
| Participant deferral / active EE | $3,402 | $2,914+16.8% | $4,123-17.5% | $4,139-17.8% |
| Admin fee / account holder | $5,734 | $4,643+23.5% | $5,150+11.3% | $7,234-20.7% |