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 | $113,350 | $88,087+28.7% | $164,866-31.2% | $74,546+52.1% |
| Participation rate | 57.4% | 73.1%-15.7pp | 78.6%-21.3pp | 67.2%-9.9pp |
| Annual return | 14.62% | 17.27%-2.7pp | 69.97%-55.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,323 | $2,595-49.0% | $4,343-69.5% | $2,624-49.6% |
| Participant deferral / active EE | $5,433 | $4,499+20.8% | $6,033-9.9% | $4,347+25.0% |
| Admin fee / account holder | $4,880 | $2,232+118.7% | $12,689-61.5% | $1,944+151.1% |