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 | $171,853 | $111,535+54.1% | $105,223+63.3% | $137,256+25.2% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 80.0%-33.8pp |
| Annual return | 22.31% | 237.85%-215.5pp | 180.65%-158.3pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,443 | $3,939-63.4% | $3,689-60.9% | $4,156-65.3% |
| Participant deferral / active EE | $4,878 | $5,500-11.3% | $5,072-3.8% | $6,407-23.9% |
| Admin fee / account holder | $465 | $9,721-95.2% | $8,859-94.7% | $12,270-96.2% |