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 | $98,806 | $52,450+88.4% | $129,295-23.6% | $74,546+32.5% |
| Participation rate | 58.6% | 53.8%+4.8pp | 69.6%-11.0pp | 67.2%-8.6pp |
| Annual return | 16.56% | 15.65%+0.9pp | 9429.28%-9412.7pp | 1366.03%-1349.5pp |
| Employer contribution / active EE | $1,905 | $1,532+24.3% | $4,157-54.2% | $2,624-27.4% |
| Participant deferral / active EE | $6,254 | $2,797+123.6% | $4,169+50.0% | $4,347+43.9% |
| Admin fee / account holder | $2,406 | $2,636-8.7% | $7,665-68.6% | $1,944+23.8% |