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 | $158,916 | $77,896+104.0% | $134,172+18.4% | $82,448+92.7% |
| Participation rate | 52.0% | 62.8%-10.8pp | 72.5%-20.5pp | 68.1%-16.1pp |
| Annual return | 16.49% | 18.21%-1.7pp | 25.30%-8.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,199 | $2,159+1.9% | $3,420-35.7% | $2,551-13.8% |
| Participant deferral / active EE | $3,952 | $3,162+25.0% | $4,690-15.7% | $4,139-4.5% |
| Admin fee / account holder | $18,778 | $6,336+196.4% | $12,016+56.3% | $7,234+159.6% |