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 | $109,033 | $80,812+34.9% | $160,784-32.2% | $82,448+32.2% |
| Participation rate | 38.5% | 66.2%-27.8pp | 77.0%-38.5pp | 68.1%-29.6pp |
| Annual return | 16.70% | 100.59%-83.9pp | 1803.92%-1787.2pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,515 | $2,174-30.3% | $3,733-59.4% | $2,551-40.6% |
| Participant deferral / active EE | $4,097 | $4,335-5.5% | $6,293-34.9% | $4,139-1.0% |
| Admin fee / account holder | $4,407 | $7,695-42.7% | $9,717-54.6% | $7,234-39.1% |