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 8-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 | $186,610 | $67,823+175.1% | $52,425+256.0% | $137,256+36.0% |
| Participation rate | 6.3% | 63.9%-57.7pp | 55.6%-49.4pp | 80.0%-73.7pp |
| Annual return | 11.59% | 219.11%-207.5pp | 302.12%-290.5pp | 220.34%-208.8pp |
| Employer contribution / active EE | $365 | $1,163-68.6% | $914-60.1% | $4,156-91.2% |
| Participant deferral / active EE | $1,038 | $2,288-54.6% | $1,790-42.0% | $6,407-83.8% |
| Admin fee / account holder | $5,082 | $2,844+78.7% | $2,495+103.7% | $12,270-58.6% |