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 | $105,597 | $97,125+8.7% | $86,233+22.5% | $137,256-23.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 21.19% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,220 | $2,841+13.3% | $2,504+28.6% | $4,156-22.5% |
| Participant deferral / active EE | $8,729 | $5,180+68.5% | $4,559+91.5% | $6,407+36.2% |
| Admin fee / account holder | $114,778 | $9,725+1080.3% | $8,342+1275.9% | $12,270+835.4% |