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 | $99,624 | $29,051+242.9% | $52,425+90.0% | $67,986+46.5% |
| Participation rate | 7.0% | 30.4%-23.5pp | 55.6%-48.6pp | 57.2%-50.2pp |
| Annual return | 15.39% | 24.00%-8.6pp | 302.12%-286.7pp | 31.67%-16.3pp |
| Employer contribution / active EE | $125 | $412-69.6% | $914-86.3% | $2,019-93.8% |
| Participant deferral / active EE | $613 | $873-29.8% | $1,790-65.8% | $3,358-81.8% |
| Admin fee / account holder | $1,315 | $2,113-37.7% | $2,495-47.3% | $3,203-58.9% |