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 | $112,313 | $128,603-12.7% | $197,124-43.0% | $67,986+65.2% |
| Participation rate | 56.7% | 81.7%-25.0pp | 86.7%-30.0pp | 57.2%-0.5pp |
| Annual return | 27.94% | 23.77%+4.2pp | 44.34%-16.4pp | 31.67%-3.7pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,906 | $6,840-13.7% | $9,135-35.3% | $3,358+75.9% |
| Admin fee / account holder | $3,950 | $3,035+30.1% | $16,298-75.8% | $3,203+23.3% |