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 9-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 | $22,779 | $54,558-58.2% | $76,002-70.0% | $74,546-69.4% |
| Participation rate | 63.3% | 60.3%+3.0pp | 69.1%-5.8pp | 67.2%-3.9pp |
| Annual return | 14.96% | 31.83%-16.9pp | 360.07%-345.1pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,390 | $1,778-21.8% | $2,688-48.3% | $2,624-47.0% |
| Participant deferral / active EE | $2,601 | $3,065-15.1% | $4,257-38.9% | $4,347-40.2% |
| Admin fee / account holder | $508 | $2,232-77.3% | $6,414-92.1% | $1,944-73.9% |