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 | $113,114 | $95,453+18.5% | $112,040+1.0% | $82,448+37.2% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $960 | $2,318-58.6% | $2,954-67.5% | $2,551-62.4% |
| Participant deferral / active EE | $3,976 | $4,224-5.9% | $5,098-22.0% | $4,139-3.9% |
| Admin fee / account holder | $672 | $9,013-92.5% | $12,098-94.4% | $7,234-90.7% |