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 | $182,362 | $29,667+514.7% | $56,441+223.1% | $80,874+125.5% |
| Participation rate | 19.2% | 41.7%-22.4pp | 52.5%-33.3pp | 67.6%-48.4pp |
| Annual return | 18.42% | 35.22%-16.8pp | 1704.21%-1685.8pp | 35.62%-17.2pp |
| Employer contribution / active EE | $473 | $669-29.4% | $1,039-54.5% | $2,756-82.8% |
| Participant deferral / active EE | $2,184 | $1,227+78.1% | $1,953+11.8% | $4,297-49.2% |
| Admin fee / account holder | $2,073 | $2,429-14.7% | $2,829-26.7% | $6,935-70.1% |