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 | $100,229 | $29,667+237.9% | $56,441+77.6% | $80,874+23.9% |
| Participation rate | 64.0% | 41.7%+22.3pp | 52.5%+11.5pp | 67.6%-3.6pp |
| Annual return | 16.11% | 35.22%-19.1pp | 1704.21%-1688.1pp | 35.62%-19.5pp |
| Employer contribution / active EE | $845 | $669+26.2% | $1,039-18.7% | $2,756-69.3% |
| Participant deferral / active EE | $3,884 | $1,227+216.7% | $1,953+98.9% | $4,297-9.6% |
| Admin fee / account holder | $2,703 | $2,429+11.3% | $2,829-4.5% | $6,935-61.0% |