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 | $109,208 | $51,878+110.5% | $68,368+59.7% | $79,634+37.1% |
| Participation rate | 21.9% | 53.7%-31.8pp | 73.8%-51.9pp | 62.5%-40.6pp |
| Annual return | 17.54% | 137.43%-119.9pp | 292.57%-275.0pp | 36.46%-18.9pp |
| Employer contribution / active EE | $768 | $1,931-60.2% | $2,649-71.0% | $2,529-69.6% |
| Participant deferral / active EE | $1,501 | $2,577-41.7% | $4,123-63.6% | $3,835-60.8% |
| Admin fee / account holder | $1,688 | $942+79.1% | $5,150-67.2% | $1,002+68.4% |