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 | $2,431 | $67,823-96.4% | $52,425-95.4% | $137,256-98.2% |
| Participation rate | 53.8% | 63.9%-10.1pp | 55.6%-1.8pp | 80.0%-26.1pp |
| Annual return | 15.63% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $198 | $1,163-83.0% | $914-78.4% | $4,156-95.2% |
| Participant deferral / active EE | $393 | $2,288-82.8% | $1,790-78.1% | $6,407-93.9% |
| Admin fee / account holder | $975 | $2,844-65.7% | $2,495-60.9% | $12,270-92.1% |