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 | $200,518 | $52,353+283.0% | $120,225+66.8% | $82,448+143.2% |
| Participation rate | 58.3% | 58.3%0pp | 69.6%-11.2pp | 68.1%-9.7pp |
| Annual return | 17.43% | 61.85%-44.4pp | 439.23%-421.8pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,972 | $1,510+96.8% | $3,475-14.5% | $2,551+16.5% |
| Participant deferral / active EE | $7,652 | $2,627+191.3% | $3,999+91.4% | $4,139+84.9% |
| Admin fee / account holder | $2,159 | $4,363-50.5% | $5,696-62.1% | $7,234-70.2% |