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 | $106,605 | $77,164+38.2% | $178,014-40.1% | $80,874+31.8% |
| Participation rate | 48.0% | 65.7%-17.7pp | 77.1%-29.1pp | 67.6%-19.6pp |
| Annual return | 13.23% | 18.09%-4.9pp | 294.80%-281.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,786 | $2,288+21.8% | $3,950-29.5% | $2,756+1.1% |
| Participant deferral / active EE | $5,780 | $4,408+31.1% | $6,276-7.9% | $4,297+34.5% |
| Admin fee / account holder | $130,092 | $7,164+1715.9% | $10,362+1155.5% | $6,935+1775.8% |