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 | $243,238 | $201,259+20.9% | $184,200+32.1% | $145,959+66.6% |
| Participation rate | 64.7% | 87.5%-22.8pp | 86.8%-22.1pp | 80.3%-15.6pp |
| Annual return | 17.92% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.0pp |
| Employer contribution / active EE | $2,154 | $7,018-69.3% | $6,424-66.5% | $4,661-53.8% |
| Participant deferral / active EE | $15,160 | $9,806+54.6% | $9,132+66.0% | $6,689+126.7% |
| Admin fee / account holder | $45,452 | $16,372+177.6% | $13,907+226.8% | $13,398+239.3% |