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 | $64,258 | $63,703+0.9% | $93,063-31.0% | $82,448-22.1% |
| Participation rate | 64.7% | 63.8%+0.9pp | 72.1%-7.4pp | 68.1%-3.4pp |
| Annual return | 14.33% | -775.43%+789.8pp | 34.15%-19.8pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,868 | $1,729+65.9% | $2,476+15.8% | $2,551+12.4% |
| Participant deferral / active EE | $5,682 | $2,919+94.6% | $3,958+43.5% | $4,139+37.3% |
| Admin fee / account holder | $23,530 | $5,982+293.3% | $6,033+290.0% | $7,234+225.3% |