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 | $135,569 | $77,523+74.9% | $100,383+35.1% | $80,874+67.6% |
| Participation rate | 56.8% | 77.0%-20.1pp | 81.5%-24.7pp | 67.6%-10.8pp |
| Annual return | 15.90% | 37.21%-21.3pp | 49.26%-33.4pp | 35.62%-19.7pp |
| Employer contribution / active EE | $863 | $2,801-69.2% | $3,944-78.1% | $2,756-68.7% |
| Participant deferral / active EE | $3,803 | $6,822-44.2% | $8,086-53.0% | $4,297-11.5% |
| Admin fee / account holder | $2,536 | $5,899-57.0% | $7,900-67.9% | $6,935-63.4% |