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 | $226,416 | $88,710+155.2% | $81,783+176.8% | $145,959+55.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 20.80% | 1027.26%-1006.5pp | 775.05%-754.3pp | 561.95%-541.1pp |
| Employer contribution / active EE | $6,931 | $3,083+124.8% | $2,913+138.0% | $4,661+48.7% |
| Participant deferral / active EE | $12,179 | $4,645+162.2% | $4,320+181.9% | $6,689+82.1% |
| Admin fee / account holder | $1,861 | $8,407-77.9% | $7,380-74.8% | $13,398-86.1% |