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 | $57,381 | $209,336-72.6% | $197,124-70.9% | $137,256-58.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 23.40% | 48.09%-24.7pp | 44.34%-20.9pp | 220.34%-196.9pp |
| Employer contribution / active EE | $4,983 | $6,591-24.4% | $6,227-20.0% | $4,156+19.9% |
| Participant deferral / active EE | $15,085 | $9,614+56.9% | $9,135+65.1% | $6,407+135.5% |
| Admin fee / account holder | $308 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |