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 7-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 | $119,758 | $150,197-20.3% | $120,368-0.5% | $145,959-18.0% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 13.23% | 154.26%-141.0pp | 107.26%-94.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,802 | $4,350-58.6% | $3,465-48.0% | $4,661-61.3% |
| Participant deferral / active EE | $8,958 | $6,174+45.1% | $4,991+79.5% | $6,689+33.9% |
| Admin fee / account holder | $1,540 | $12,216-87.4% | $9,429-83.7% | $13,398-88.5% |