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 | $91,851 | $67,823+35.4% | $52,425+75.2% | $137,256-33.1% |
| Participation rate | 46.7% | 63.9%-17.2pp | 55.6%-9.0pp | 80.0%-33.3pp |
| Annual return | 16.70% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $872 | $1,163-25.0% | $914-4.6% | $4,156-79.0% |
| Participant deferral / active EE | $3,823 | $2,288+67.1% | $1,790+113.5% | $6,407-40.3% |
| Admin fee / account holder | $1,614 | $2,844-43.3% | $2,495-35.3% | $12,270-86.9% |