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 | $59,526 | $111,535-46.6% | $105,223-43.4% | $137,256-56.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.43% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,750 | $3,939-4.8% | $3,689+1.7% | $4,156-9.8% |
| Participant deferral / active EE | $6,760 | $5,500+22.9% | $5,072+33.3% | $6,407+5.5% |
| Admin fee / account holder | $909 | $9,721-90.6% | $8,859-89.7% | $12,270-92.6% |