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 | $195,728 | $126,519+54.7% | $106,201+84.3% | $145,959+34.1% |
| Participation rate | 45.5% | 77.7%-32.2pp | 75.3%-29.8pp | 80.3%-34.8pp |
| Annual return | 18.54% | 225.10%-206.6pp | 116.26%-97.7pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,305 | $3,726-65.0% | $3,170-58.8% | $4,661-72.0% |
| Participant deferral / active EE | $3,875 | $5,716-32.2% | $5,012-22.7% | $6,689-42.1% |
| Admin fee / account holder | $20,321 | $17,312+17.4% | $11,039+84.1% | $13,398+51.7% |