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 | $186,534 | $138,385+34.8% | $184,200+1.3% | $80,874+130.6% |
| Participation rate | 59.7% | 83.9%-24.2pp | 86.8%-27.1pp | 67.6%-7.9pp |
| Annual return | 14.59% | 20.02%-5.4pp | 28.80%-14.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $2,578 | $4,849-46.8% | $6,424-59.9% | $2,756-6.4% |
| Participant deferral / active EE | $6,121 | $7,073-13.4% | $9,132-33.0% | $4,297+42.5% |
| Admin fee / account holder | $5,141 | $10,483-51.0% | $13,907-63.0% | $6,935-25.9% |