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 | $176,745 | $112,729+56.8% | $98,716+79.0% | $137,256+28.8% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.3%-58.2pp | 80.0%-68.8pp |
| Annual return | 13.56% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,460 | $2,725-46.4% | $2,279-35.9% | $4,156-64.9% |
| Participant deferral / active EE | $4,551 | $4,640-1.9% | $4,048+12.4% | $6,407-29.0% |
| Admin fee / account holder | $94,835 | $10,129+836.3% | $8,703+989.7% | $12,270+672.9% |