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 | $86,134 | $100,970-14.7% | $96,576-10.8% | $137,256-37.2% |
| Participation rate | 40.9% | 82.6%-41.7pp | 81.4%-40.5pp | 80.0%-39.1pp |
| Annual return | 18.34% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,116 | $3,809-70.7% | $3,553-68.6% | $4,156-73.1% |
| Participant deferral / active EE | $2,686 | $8,286-67.6% | $7,956-66.2% | $6,407-58.1% |
| Admin fee / account holder | $6,355 | $11,312-43.8% | $11,381-44.2% | $12,270-48.2% |