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 | $93,584 | $94,031-0.5% | $115,768-19.2% | $82,448+13.5% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.4%-9.9pp | 68.1%-3.6pp |
| Annual return | 17.54% | 20.61%-3.1pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,640 | $2,323-29.4% | $2,940-44.2% | $2,551-35.7% |
| Participant deferral / active EE | $5,313 | $3,972+33.8% | $4,917+8.1% | $4,139+28.4% |
| Admin fee / account holder | $2,732 | $10,249-73.3% | $12,439-78.0% | $7,234-62.2% |