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 | $65,275 | $180,749-63.9% | $160,784-59.4% | $137,256-52.4% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.0%-49.7pp | 80.0%-52.7pp |
| Annual return | 11.64% | 2234.46%-2222.8pp | 1803.92%-1792.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,306 | $4,155-44.5% | $3,733-38.2% | $4,156-44.5% |
| Participant deferral / active EE | $2,614 | $6,844-61.8% | $6,293-58.5% | $6,407-59.2% |
| Admin fee / account holder | $10,617 | $10,397+2.1% | $9,717+9.3% | $12,270-13.5% |