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 | $90,973 | $124,425-26.9% | $112,040-18.8% | $137,256-33.7% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.5%-11.3pp | 80.0%-14.7pp |
| Annual return | 10.73% | 24.72%-14.0pp | 24.52%-13.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,415 | $3,411-58.5% | $2,954-52.1% | $4,156-66.0% |
| Participant deferral / active EE | $6,028 | $5,718+5.4% | $5,098+18.2% | $6,407-5.9% |
| Admin fee / account holder | $26,488 | $15,207+74.2% | $12,098+118.9% | $12,270+115.9% |