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 4-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 | $29,672 | $111,535-73.4% | $105,223-71.8% | $137,256-78.4% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.8pp | 80.0%-44.7pp |
| Annual return | 11.90% | 237.85%-226.0pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,952 | $5,500-46.3% | $5,072-41.8% | $6,407-53.9% |
| Admin fee / account holder | $6,126 | $9,721-37.0% | $8,859-30.8% | $12,270-50.1% |