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 | $39,056 | $209,336-81.3% | $197,124-80.2% | $137,256-71.5% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 33.41% | 48.09%-14.7pp | 44.34%-10.9pp | 220.34%-186.9pp |
| Employer contribution / active EE | $486,618 | $6,591+7283.5% | $6,227+7714.1% | $4,156+11608.7% |
| Participant deferral / active EE | $205,067 | $9,614+2033.0% | $9,135+2144.9% | $6,407+3100.8% |
| Admin fee / account holder | $304,195 | $17,308+1657.6% | $16,298+1766.4% | $12,270+2379.1% |