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 8-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 | $68,915 | $100,004-31.1% | $81,438-15.4% | $145,959-52.8% |
| Participation rate | 57.1% | 74.2%-17.0pp | 69.5%-12.4pp | 80.3%-23.1pp |
| Annual return | 7.93% | 34.34%-26.4pp | 24.74%-16.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,452 | $2,970-51.1% | $2,460-41.0% | $4,661-68.8% |
| Participant deferral / active EE | $3,575 | $4,603-22.3% | $3,883-7.9% | $6,689-46.5% |
| Admin fee / account holder | $1,727 | $8,202-78.9% | $5,764-70.0% | $13,398-87.1% |