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 | $112,078 | $81,446+37.6% | $103,374+8.4% | $80,874+38.6% |
| Participation rate | 55.8% | 66.9%-11.0pp | 74.5%-18.7pp | 67.6%-11.8pp |
| Annual return | 11.68% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-23.9pp |
| Employer contribution / active EE | $2,509 | $3,107-19.3% | $3,869-35.2% | $2,756-9.0% |
| Participant deferral / active EE | $6,314 | $3,870+63.2% | $5,058+24.8% | $4,297+46.9% |
| Admin fee / account holder | $15,816 | $6,715+135.5% | $8,394+88.4% | $6,935+128.0% |