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 | $168,371 | $172,111-2.2% | $150,298+12.0% | $137,256+22.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.44% | 69.37%-50.9pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,188 | $4,636-31.2% | $4,154-23.3% | $4,156-23.3% |
| Participant deferral / active EE | $7,427 | $6,166+20.5% | $5,453+36.2% | $6,407+15.9% |
| Admin fee / account holder | $725 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |