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 9-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 | $34,865 | $68,097-48.8% | $62,929-44.6% | $137,256-74.6% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 12.02% | 1859.11%-1847.1pp | 1063.93%-1051.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $974 | $2,811-65.4% | $2,505-61.1% | $4,156-76.6% |
| Participant deferral / active EE | $974 | $4,553-78.6% | $3,888-75.0% | $6,407-84.8% |
| Admin fee / account holder | $20,673 | $6,521+217.0% | $5,065+308.2% | $12,270+68.5% |