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 | $67,406 | $51,736+30.3% | $120,225-43.9% | $67,986-0.9% |
| Participation rate | 54.3% | 46.1%+8.3pp | 69.6%-15.2pp | 57.2%-2.9pp |
| Annual return | 20.28% | 31.98%-11.7pp | 439.23%-418.9pp | 31.67%-11.4pp |
| Employer contribution / active EE | $1,749 | $1,071+63.3% | $3,475-49.7% | $2,019-13.3% |
| Participant deferral / active EE | $4,197 | $2,206+90.3% | $3,999+5.0% | $3,358+25.0% |
| Admin fee / account holder | $10,644 | $4,159+155.9% | $5,696+86.9% | $3,203+232.3% |