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 | $101,609 | $55,472+83.2% | $155,567-34.7% | $74,546+36.3% |
| Participation rate | 66.9% | 61.9%+5.0pp | 78.2%-11.3pp | 67.2%-0.3pp |
| Annual return | 13.91% | 268.72%-254.8pp | 64.74%-50.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,440 | $2,269-36.6% | $4,674-69.2% | $2,624-45.1% |
| Participant deferral / active EE | $3,250 | $2,838+14.5% | $5,628-42.2% | $4,347-25.2% |
| Admin fee / account holder | $729 | $1,743-58.2% | $15,916-95.4% | $1,944-62.5% |