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 | $88,023 | $149,040-40.9% | $120,225-26.8% | $137,256-35.9% |
| Participation rate | 56.3% | 75.4%-19.2pp | 69.6%-13.3pp | 80.0%-23.7pp |
| Annual return | 15.58% | 605.68%-590.1pp | 439.23%-423.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,202 | $4,350-49.4% | $3,475-36.6% | $4,156-47.0% |
| Participant deferral / active EE | $4,536 | $4,655-2.6% | $3,999+13.4% | $6,407-29.2% |
| Admin fee / account holder | $428 | $6,348-93.3% | $5,696-92.5% | $12,270-96.5% |