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 | $110,128 | $92,985+18.4% | $153,432-28.2% | $80,874+36.2% |
| Participation rate | 37.7% | 69.0%-31.3pp | 77.1%-39.4pp | 67.6%-30.0pp |
| Annual return | 13.27% | 19.95%-6.7pp | 15.66%-2.4pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,285 | $3,507-63.4% | $5,038-74.5% | $2,756-53.4% |
| Participant deferral / active EE | $2,537 | $5,178-51.0% | $6,757-62.5% | $4,297-41.0% |
| Admin fee / account holder | $1,677 | $8,880-81.1% | $12,725-86.8% | $6,935-75.8% |