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 5-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 | $52,226 | $88,710-41.1% | $81,783-36.1% | $145,959-64.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 21.34% | 1027.26%-1005.9pp | 775.05%-753.7pp | 561.95%-540.6pp |
| Employer contribution / active EE | $12,665 | $3,083+310.8% | $2,913+334.8% | $4,661+171.7% |
| Participant deferral / active EE | $6,924 | $4,645+49.1% | $4,320+60.3% | $6,689+3.5% |
| Admin fee / account holder | $62,968 | $8,407+649.0% | $7,380+753.2% | $13,398+370.0% |