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 9-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 | $144,282 | $90,397+59.6% | $76,002+89.8% | $145,959-1.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 8.41% | 621.97%-613.6pp | 360.07%-351.7pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,362 | $3,317-58.9% | $2,688-49.3% | $4,661-70.8% |
| Participant deferral / active EE | $7,990 | $5,163+54.7% | $4,257+87.7% | $6,689+19.5% |
| Admin fee / account holder | $1,176 | $8,369-86.0% | $6,414-81.7% | $13,398-91.2% |