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 | $56,784 | $201,259-71.8% | $184,200-69.2% | $145,959-61.1% |
| Participation rate | 53.3% | 87.5%-34.2pp | 86.8%-33.5pp | 80.3%-27.0pp |
| Annual return | 19.15% | 28.98%-9.8pp | 28.80%-9.7pp | 561.95%-542.8pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,588 | $9,806+18.2% | $9,132+26.9% | $6,689+73.3% |
| Admin fee / account holder | $6,288 | $16,372-61.6% | $13,907-54.8% | $13,398-53.1% |