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 8-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 | $113,514 | $51,604+120.0% | $129,295-12.2% | $80,874+40.4% |
| Participation rate | 63.6% | 57.0%+6.7pp | 69.6%-6.0pp | 67.6%-4.0pp |
| Annual return | 20.36% | 20.76%-0.4pp | 9429.28%-9408.9pp | 35.62%-15.3pp |
| Employer contribution / active EE | $5,313 | $1,585+235.3% | $4,157+27.8% | $2,756+92.8% |
| Participant deferral / active EE | $10,342 | $2,670+287.3% | $4,169+148.1% | $4,297+140.7% |
| Admin fee / account holder | $7,971 | $4,310+84.9% | $7,665+4.0% | $6,935+14.9% |