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 | $147,555 | $78,520+87.9% | $96,576+52.8% | $82,448+79.0% |
| Participation rate | 60.0% | 77.7%-17.7pp | 81.4%-21.4pp | 68.1%-8.1pp |
| Annual return | 15.22% | 41.30%-26.1pp | 38.47%-23.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,263 | $2,630-14.0% | $3,553-36.3% | $2,551-11.3% |
| Participant deferral / active EE | $9,611 | $6,754+42.3% | $7,956+20.8% | $4,139+132.2% |
| Admin fee / account holder | $39,069 | $13,455+190.4% | $11,381+243.3% | $7,234+440.1% |