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 | $128,514 | $51,736+148.4% | $120,225+6.9% | $67,986+89.0% |
| Participation rate | 32.4% | 46.1%-13.7pp | 69.6%-37.2pp | 57.2%-24.8pp |
| Annual return | 16.06% | 31.98%-15.9pp | 439.23%-423.2pp | 31.67%-15.6pp |
| Employer contribution / active EE | $1,476 | $1,071+37.7% | $3,475-57.5% | $2,019-26.9% |
| Participant deferral / active EE | $1,948 | $2,206-11.7% | $3,999-51.3% | $3,358-42.0% |
| Admin fee / account holder | $4,023 | $4,159-3.3% | $5,696-29.4% | $3,203+25.6% |