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 | $223,403 | $72,071+210.0% | $68,368+226.8% | $137,256+62.8% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 16.21% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,436 | $4,410+0.6% | $4,123+7.6% | $6,407-30.8% |
| Admin fee / account holder | $5,093 | $5,336-4.6% | $5,150-1.1% | $12,270-58.5% |