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 | $63,460 | $83,369-23.9% | $105,223-39.7% | $67,986-6.7% |
| Participation rate | 66.4% | 56.3%+10.1pp | 75.0%-8.7pp | 57.2%+9.2pp |
| Annual return | 16.95% | 24.64%-7.7pp | 180.65%-163.7pp | 31.67%-14.7pp |
| Employer contribution / active EE | $2,058 | $2,541-19.0% | $3,689-44.2% | $2,019+1.9% |
| Participant deferral / active EE | $3,354 | $3,295+1.8% | $5,072-33.9% | $3,358-0.1% |
| Admin fee / account holder | $9,010 | $4,073+121.2% | $8,859+1.7% | $3,203+181.3% |