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 6-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 | $81,232 | $180,749-55.1% | $160,784-49.5% | $137,256-40.8% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 20.24% | 2234.46%-2214.2pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,681 | $4,155-35.5% | $3,733-28.2% | $4,156-35.5% |
| Participant deferral / active EE | $4,576 | $6,844-33.1% | $6,293-27.3% | $6,407-28.6% |
| Admin fee / account holder | $361 | $10,397-96.5% | $9,717-96.3% | $12,270-97.1% |