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 | $32,073 | $126,519-74.7% | $106,201-69.8% | $145,959-78.0% |
| Participation rate | 27.3% | 77.7%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 24.51% | 225.10%-200.6pp | 116.26%-91.8pp | 561.95%-537.4pp |
| Employer contribution / active EE | $787 | $3,726-78.9% | $3,170-75.2% | $4,661-83.1% |
| Participant deferral / active EE | $3,265 | $5,716-42.9% | $5,012-34.9% | $6,689-51.2% |
| Admin fee / account holder | $923 | $17,312-94.7% | $11,039-91.6% | $13,398-93.1% |