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 | $50,767 | $67,823-25.1% | $52,425-3.2% | $137,256-63.0% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 16.10% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,441 | $1,163+281.8% | $914+385.7% | $4,156+6.8% |
| Participant deferral / active EE | $4,971 | $2,288+117.2% | $1,790+177.6% | $6,407-22.4% |
| Admin fee / account holder | $83,247 | $2,844+2826.9% | $2,495+3236.7% | $12,270+578.5% |