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 3-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 | $18,252 | $180,749-89.9% | $160,784-88.6% | $137,256-86.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 23.91% | 2234.46%-2210.5pp | 1803.92%-1780.0pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,425 | $4,155-65.7% | $3,733-61.8% | $4,156-65.7% |
| Participant deferral / active EE | $3,433 | $6,844-49.8% | $6,293-45.4% | $6,407-46.4% |
| Admin fee / account holder | $594 | $10,397-94.3% | $9,717-93.9% | $12,270-95.2% |