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 | $199,640 | $102,382+95.0% | $147,005+35.8% | $80,874+146.9% |
| Participation rate | 58.6% | 75.8%-17.3pp | 82.2%-23.6pp | 67.6%-9.1pp |
| Annual return | 13.17% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,511 | $3,715-59.3% | $4,934-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $7,228 | $6,646+8.7% | $8,070-10.4% | $4,297+68.2% |
| Admin fee / account holder | $13,543 | $7,942+70.5% | $13,006+4.1% | $6,935+95.3% |