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 | $108,200 | $76,407+41.6% | $150,298-28.0% | $82,448+31.2% |
| Participation rate | 48.3% | 66.4%-18.1pp | 77.8%-29.4pp | 68.1%-19.8pp |
| Annual return | 20.39% | 39.99%-19.6pp | 62.79%-42.4pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,854 | $2,614-29.1% | $4,154-55.4% | $2,551-27.3% |
| Participant deferral / active EE | $3,362 | $3,214+4.6% | $5,453-38.3% | $4,139-18.8% |
| Admin fee / account holder | $2,058 | $6,352-67.6% | $14,116-85.4% | $7,234-71.6% |