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 5-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 | $127,109 | $111,814+13.7% | $103,374+23.0% | $145,959-12.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 15.44% | 24.77%-9.3pp | 24.89%-9.4pp | 561.95%-546.5pp |
| Employer contribution / active EE | $11,519 | $4,214+173.4% | $3,869+197.7% | $4,661+147.1% |
| Participant deferral / active EE | $6,571 | $5,618+17.0% | $5,058+29.9% | $6,689-1.8% |
| Admin fee / account holder | $823 | $9,754-91.6% | $8,394-90.2% | $13,398-93.9% |