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 6-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 | $28,670 | $44,984-36.3% | $85,009-66.3% | $74,546-61.5% |
| Participation rate | 64.9% | 49.4%+15.5pp | 67.5%-2.6pp | 67.2%-2.3pp |
| Annual return | 16.78% | 26.25%-9.5pp | 66.47%-49.7pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $1,725 | $1,458+18.3% | $2,728-36.8% | $2,624-34.3% |
| Participant deferral / active EE | $3,260 | $2,733+19.3% | $4,522-27.9% | $4,347-25.0% |
| Admin fee / account holder | $1,786 | $2,208-19.1% | $6,153-71.0% | $1,944-8.1% |