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 | $101,278 | $98,652+2.7% | $142,942-29.1% | $82,448+22.8% |
| Participation rate | 61.0% | 72.8%-11.7pp | 76.8%-15.8pp | 68.1%-7.0pp |
| Annual return | 17.75% | 22.65%-4.9pp | 113.70%-95.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,866 | $3,211-41.9% | $4,139-54.9% | $2,551-26.8% |
| Participant deferral / active EE | $4,213 | $5,580-24.5% | $7,128-40.9% | $4,139+1.8% |
| Admin fee / account holder | $6,193 | $8,078-23.3% | $12,475-50.4% | $7,234-14.4% |