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 | $176,211 | $154,228+14.3% | $145,433+21.2% | $137,256+28.4% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 16.16% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,713 | $4,804-64.3% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $4,677 | $8,216-43.1% | $7,897-40.8% | $6,407-27.0% |
| Admin fee / account holder | $103,988 | $14,344+625.0% | $13,129+692.0% | $12,270+747.5% |