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 | $159,806 | $106,749+49.7% | $145,433+9.9% | $82,448+93.8% |
| Participation rate | 61.1% | 75.6%-14.5pp | 82.1%-21.0pp | 68.1%-7.0pp |
| Annual return | 18.09% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,003 | $3,444-70.9% | $4,554-78.0% | $2,551-60.7% |
| Participant deferral / active EE | $5,709 | $6,519-12.4% | $7,897-27.7% | $4,139+37.9% |
| Admin fee / account holder | $721 | $8,390-91.4% | $13,129-94.5% | $7,234-90.0% |