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 | $120,603 | $180,749-33.3% | $160,784-25.0% | $137,256-12.1% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.0%-58.2pp | 80.0%-61.2pp |
| Annual return | 12.28% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,345 | $6,844-21.9% | $6,293-15.1% | $6,407-16.6% |
| Admin fee / account holder | $4,433 | $10,397-57.4% | $9,717-54.4% | $12,270-63.9% |