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 | $216,640 | $87,166+148.5% | $76,735+182.3% | $137,256+57.8% |
| Participation rate | 39.1% | 74.4%-35.2pp | 69.5%-30.4pp | 80.0%-40.8pp |
| Annual return | 16.40% | 26.50%-10.1pp | 29.77%-13.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,977 | $2,904-31.9% | $2,454-19.4% | $4,156-52.4% |
| Participant deferral / active EE | $4,846 | $4,726+2.5% | $4,088+18.6% | $6,407-24.4% |
| Admin fee / account holder | $11,832 | $8,403+40.8% | $7,189+64.6% | $12,270-3.6% |