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 | $75,671 | $111,535-32.2% | $105,223-28.1% | $137,256-44.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 16.23% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,101 | $3,939-46.7% | $3,689-43.0% | $4,156-49.5% |
| Participant deferral / active EE | $4,465 | $5,500-18.8% | $5,072-12.0% | $6,407-30.3% |
| Admin fee / account holder | $1,856 | $9,721-80.9% | $8,859-79.1% | $12,270-84.9% |