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 4-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 | $47,315 | $154,228-69.3% | $145,433-67.5% | $137,256-65.5% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 23.00% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,249 | $4,804-53.2% | $4,554-50.6% | $4,156-45.9% |
| Participant deferral / active EE | $5,071 | $8,216-38.3% | $7,897-35.8% | $6,407-20.8% |
| Admin fee / account holder | $1,123 | $14,344-92.2% | $13,129-91.4% | $12,270-90.8% |