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 | $56,639 | $76,785-26.2% | $56,441+0.4% | $145,959-61.2% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 10.02% | 3000.51%-2990.5pp | 1704.21%-1694.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $253 | $1,381-81.7% | $1,039-75.7% | $4,661-94.6% |
| Participant deferral / active EE | $1,450 | $2,624-44.7% | $1,953-25.7% | $6,689-78.3% |
| Admin fee / account holder | $1,097 | $3,334-67.1% | $2,829-61.2% | $13,398-91.8% |