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 | $246,941 | $124,425+98.5% | $112,040+120.4% | $137,256+79.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 29.36% | 24.72%+4.6pp | 24.52%+4.8pp | 220.34%-191.0pp |
| Employer contribution / active EE | $1,542 | $3,411-54.8% | $2,954-47.8% | $4,156-62.9% |
| Participant deferral / active EE | $2,143 | $5,718-62.5% | $5,098-58.0% | $6,407-66.6% |
| Admin fee / account holder | $4,824 | $15,207-68.3% | $12,098-60.1% | $12,270-60.7% |