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 10-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 | $110,847 | $55,472+99.8% | $155,567-28.7% | $74,546+48.7% |
| Participation rate | 36.6% | 61.9%-25.4pp | 78.2%-41.6pp | 67.2%-30.7pp |
| Annual return | 15.59% | 268.72%-253.1pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,053 | $2,269-53.6% | $4,674-77.5% | $2,624-59.9% |
| Participant deferral / active EE | $2,129 | $2,838-25.0% | $5,628-62.2% | $4,347-51.0% |
| Admin fee / account holder | $11,976 | $1,743+587.3% | $15,916-24.8% | $1,944+516.2% |