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 3-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 | $101,983 | $68,097+49.8% | $62,929+62.1% | $137,256-25.7% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.14% | 1859.11%-1838.0pp | 1063.93%-1042.8pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,157 | $2,811-23.3% | $2,505-13.9% | $4,156-48.1% |
| Participant deferral / active EE | $16,564 | $4,553+263.8% | $3,888+326.0% | $6,407+158.5% |
| Admin fee / account holder | $11,269 | $6,521+72.8% | $5,065+122.5% | $12,270-8.2% |