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 | $57,186 | $52,353+9.2% | $120,225-52.4% | $82,448-30.6% |
| Participation rate | 61.3% | 58.3%+3.0pp | 69.6%-8.3pp | 68.1%-6.8pp |
| Annual return | 15.84% | 61.85%-46.0pp | 439.23%-423.4pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,597 | $1,510+5.8% | $3,475-54.0% | $2,551-37.4% |
| Participant deferral / active EE | $2,873 | $2,627+9.4% | $3,999-28.2% | $4,139-30.6% |
| Admin fee / account holder | $3,552 | $4,363-18.6% | $5,696-37.6% | $7,234-50.9% |