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 4-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 | $137,401 | $80,812+70.0% | $160,784-14.5% | $82,448+66.7% |
| Participation rate | 66.2% | 66.2%-0.1pp | 77.0%-10.8pp | 68.1%-1.9pp |
| Annual return | 16.33% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,885 | $2,174+32.7% | $3,733-22.7% | $2,551+13.1% |
| Participant deferral / active EE | $7,221 | $4,335+66.5% | $6,293+14.7% | $4,139+74.4% |
| Admin fee / account holder | $6,328 | $7,695-17.8% | $9,717-34.9% | $7,234-12.5% |