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 5-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 | $36,853 | $29,546+24.7% | $56,441-34.7% | $77,671-52.6% |
| Participation rate | 18.9% | 32.7%-13.8pp | 52.5%-33.6pp | 70.6%-51.7pp |
| Annual return | 51.02% | 19.01%+32.0pp | 1704.21%-1653.2pp | 31.21%+19.8pp |
| Employer contribution / active EE | $614 | $568+8.0% | $1,039-40.9% | $2,726-77.5% |
| Participant deferral / active EE | $1,273 | $1,061+20.0% | $1,953-34.8% | $4,648-72.6% |
| Admin fee / account holder | $3,899 | $1,046+272.7% | $2,829+37.8% | $430+806.0% |