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 | $199,987 | $132,634+50.8% | $115,768+72.7% | $137,256+45.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 16.52% | 160.70%-144.2pp | 100.46%-83.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $712 | $3,360-78.8% | $2,940-75.8% | $4,156-82.9% |
| Participant deferral / active EE | $3,247 | $5,619-42.2% | $4,917-34.0% | $6,407-49.3% |
| Admin fee / account holder | $1,512 | $15,028-89.9% | $12,439-87.8% | $12,270-87.7% |