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 7-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 | $123,865 | $101,618+21.9% | $93,063+33.1% | $137,256-9.8% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 16.54% | 223.95%-207.4pp | 34.15%-17.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,717 | $2,707+0.4% | $2,476+9.7% | $4,156-34.6% |
| Participant deferral / active EE | $4,910 | $4,279+14.7% | $3,958+24.1% | $6,407-23.4% |
| Admin fee / account holder | $603 | $6,198-90.3% | $6,033-90.0% | $12,270-95.1% |