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 | $206,426 | $180,749+14.2% | $160,784+28.4% | $137,256+50.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 14.36% | 2234.46%-2220.1pp | 1803.92%-1789.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $755 | $4,155-81.8% | $3,733-79.8% | $4,156-81.8% |
| Participant deferral / active EE | $1,887 | $6,844-72.4% | $6,293-70.0% | $6,407-70.6% |
| Admin fee / account holder | $169,373 | $10,397+1529.1% | $9,717+1643.1% | $12,270+1280.4% |