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 | $128,417 | $29,319+338.0% | $52,425+145.0% | $82,448+55.8% |
| Participation rate | 39.2% | 46.9%-7.7pp | 55.6%-16.4pp | 68.1%-28.9pp |
| Annual return | 17.30% | 535.20%-517.9pp | 302.12%-284.8pp | 41.64%-24.3pp |
| Employer contribution / active EE | $901 | $586+53.7% | $914-1.4% | $2,551-64.7% |
| Participant deferral / active EE | $2,468 | $1,171+110.7% | $1,790+37.9% | $4,139-40.4% |
| Admin fee / account holder | $3,478 | $1,962+77.2% | $2,495+39.4% | $7,234-51.9% |