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 8-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 | $7,850 | $88,710-91.2% | $81,783-90.4% | $145,959-94.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.56% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $6,776 | $3,083+119.8% | $2,913+132.6% | $4,661+45.4% |
| Participant deferral / active EE | $25,779 | $4,645+455.0% | $4,320+496.7% | $6,689+285.4% |
| Admin fee / account holder | $114,639 | $8,407+1263.6% | $7,380+1453.4% | $13,398+755.7% |