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 | $42,514 | $132,634-67.9% | $115,768-63.3% | $137,256-69.0% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.4%-20.5pp | 80.0%-26.1pp |
| Annual return | 17.27% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,166 | $3,360-65.3% | $2,940-60.3% | $4,156-71.9% |
| Participant deferral / active EE | $2,279 | $5,619-59.4% | $4,917-53.6% | $6,407-64.4% |
| Admin fee / account holder | $4,197 | $15,028-72.1% | $12,439-66.3% | $12,270-65.8% |