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 | $184,225 | $58,627+214.2% | $76,735+140.1% | $82,448+123.4% |
| Participation rate | 44.2% | 63.2%-19.0pp | 69.5%-25.3pp | 68.1%-23.9pp |
| Annual return | 19.14% | 39.10%-20.0pp | 29.77%-10.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $4,889 | $1,729+182.7% | $2,454+99.2% | $2,551+91.7% |
| Participant deferral / active EE | $8,793 | $3,134+180.6% | $4,088+115.1% | $4,139+112.4% |
| Admin fee / account holder | $19,419 | $5,323+264.8% | $7,189+170.1% | $7,234+168.4% |