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 | $208,016 | $81,233+156.1% | $155,567+33.7% | $80,874+157.2% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 10.75% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $923 | $3,101-70.2% | $4,674-80.3% | $2,756-66.5% |
| Participant deferral / active EE | $5,484 | $3,452+58.9% | $5,628-2.5% | $4,297+27.6% |
| Admin fee / account holder | $6,761 | $7,998-15.5% | $15,916-57.5% | $6,935-2.5% |