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 | $112,811 | $180,749-37.6% | $160,784-29.8% | $137,256-17.8% |
| Participation rate | 52.2% | 80.0%-27.8pp | 77.0%-24.8pp | 80.0%-27.8pp |
| Annual return | 12.74% | 2234.46%-2221.7pp | 1803.92%-1791.2pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,620 | $4,155-61.0% | $3,733-56.6% | $4,156-61.0% |
| Participant deferral / active EE | $2,820 | $6,844-58.8% | $6,293-55.2% | $6,407-56.0% |
| Admin fee / account holder | $40,426 | $10,397+288.8% | $9,717+316.0% | $12,270+229.5% |