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 | $161,016 | $102,382+57.3% | $147,005+9.5% | $80,874+99.1% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.2%-17.0pp | 67.6%-2.5pp |
| Annual return | 14.62% | 134.89%-120.3pp | 418.76%-404.1pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,140 | $3,715-69.3% | $4,934-76.9% | $2,756-58.6% |
| Participant deferral / active EE | $3,045 | $6,646-54.2% | $8,070-62.3% | $4,297-29.1% |
| Admin fee / account holder | $9,703 | $7,942+22.2% | $13,006-25.4% | $6,935+39.9% |