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 | $101,997 | $73,787+38.2% | $98,716+3.3% | $82,448+23.7% |
| Participation rate | 55.0% | 61.4%-6.4pp | 69.3%-14.3pp | 68.1%-13.1pp |
| Annual return | 16.82% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $331 | $1,511-78.1% | $2,279-85.5% | $2,551-87.0% |
| Participant deferral / active EE | $3,308 | $3,081+7.3% | $4,048-18.3% | $4,139-20.1% |
| Admin fee / account holder | $558 | $6,500-91.4% | $8,703-93.6% | $7,234-92.3% |