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 9-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 | $57,821 | $106,749-45.8% | $145,433-60.2% | $82,448-29.9% |
| Participation rate | 68.6% | 75.6%-7.1pp | 82.1%-13.5pp | 68.1%+0.5pp |
| Annual return | 15.46% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,110 | $3,444-67.8% | $4,554-75.6% | $2,551-56.5% |
| Participant deferral / active EE | $10,342 | $6,519+58.7% | $7,897+31.0% | $4,139+149.9% |
| Admin fee / account holder | $19,601 | $8,390+133.6% | $13,129+49.3% | $7,234+170.9% |