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 | $88,335 | $88,710-0.4% | $81,783+8.0% | $145,959-39.5% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.4%-27.4pp | 80.3%-35.3pp |
| Annual return | 10.13% | 1027.26%-1017.1pp | 775.05%-764.9pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,020 | $3,083-34.5% | $2,913-30.6% | $4,661-56.7% |
| Participant deferral / active EE | $2,400 | $4,645-48.3% | $4,320-44.4% | $6,689-64.1% |
| Admin fee / account holder | $4,487 | $8,407-46.6% | $7,380-39.2% | $13,398-66.5% |