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 | $3,766 | $67,823-94.4% | $52,425-92.8% | $137,256-97.3% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 51.61% | 219.11%-167.5pp | 302.12%-250.5pp | 220.34%-168.7pp |
| Employer contribution / active EE | $986 | $1,163-15.2% | $914+7.9% | $4,156-76.3% |
| Participant deferral / active EE | $1,069 | $2,288-53.3% | $1,790-40.3% | $6,407-83.3% |
| Admin fee / account holder | $924 | $2,844-67.5% | $2,495-63.0% | $12,270-92.5% |