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 | $119,255 | $72,396+64.7% | $67,511+76.6% | $145,959-18.3% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 13.03% | 7194.07%-7181.0pp | 3517.41%-3504.4pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,407 | $3,071-21.6% | $2,733-11.9% | $4,661-48.4% |
| Participant deferral / active EE | $5,956 | $4,781+24.6% | $4,000+48.9% | $6,689-11.0% |
| Admin fee / account holder | $9,078 | $5,538+63.9% | $3,999+127.0% | $13,398-32.2% |