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 9-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 | $70,372 | $68,097+3.3% | $62,929+11.8% | $137,256-48.7% |
| Participation rate | 61.9% | 77.4%-15.5pp | 73.1%-11.2pp | 80.0%-18.1pp |
| Annual return | 16.54% | 1859.11%-1842.6pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,410 | $2,811-14.3% | $2,505-3.8% | $4,156-42.0% |
| Participant deferral / active EE | $5,910 | $4,553+29.8% | $3,888+52.0% | $6,407-7.7% |
| Admin fee / account holder | $734 | $6,521-88.8% | $5,065-85.5% | $12,270-94.0% |