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 | $75,753 | $64,517+17.4% | $81,438-7.0% | $80,874-6.3% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.6%-7.6pp |
| Annual return | 10.81% | 16.35%-5.5pp | 24.74%-13.9pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,311 | $1,982-33.8% | $2,460-46.7% | $2,756-52.4% |
| Participant deferral / active EE | $2,174 | $3,096-29.8% | $3,883-44.0% | $4,297-49.4% |
| Admin fee / account holder | $17,209 | $5,677+203.1% | $5,764+198.6% | $6,935+148.1% |