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 | $133,063 | $111,814+19.0% | $103,374+28.7% | $145,959-8.8% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 12.30% | 24.77%-12.5pp | 24.89%-12.6pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,068 | $4,214-74.7% | $3,869-72.4% | $4,661-77.1% |
| Participant deferral / active EE | $4,236 | $5,618-24.6% | $5,058-16.2% | $6,689-36.7% |
| Admin fee / account holder | $840 | $9,754-91.4% | $8,394-90.0% | $13,398-93.7% |