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 | $66,801 | $76,785-13.0% | $56,441+18.4% | $145,959-54.2% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.0pp | 80.3%-25.7pp |
| Annual return | 16.89% | 3000.51%-2983.6pp | 1704.21%-1687.3pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,704 | $1,381+23.4% | $1,039+63.9% | $4,661-63.4% |
| Participant deferral / active EE | $5,340 | $2,624+103.5% | $1,953+173.4% | $6,689-20.2% |
| Admin fee / account holder | $940 | $3,334-71.8% | $2,829-66.8% | $13,398-93.0% |