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 | $56,280 | $209,336-73.1% | $197,124-71.4% | $137,256-59.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.80% | 48.09%-30.3pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,972 | $6,591-70.1% | $6,227-68.3% | $4,156-52.5% |
| Participant deferral / active EE | $4,596 | $9,614-52.2% | $9,135-49.7% | $6,407-28.3% |
| Admin fee / account holder | $334 | $17,308-98.1% | $16,298-98.0% | $12,270-97.3% |