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 | $98,803 | $16,790+488.5% | $64,489+53.2% | $67,986+45.3% |
| Participation rate | 40.2% | 62.4%-22.3pp | 67.7%-27.5pp | 57.2%-17.1pp |
| Annual return | 17.71% | 30.55%-12.8pp | 55.03%-37.3pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,340 | $648+106.9% | $1,523-12.0% | $2,019-33.6% |
| Participant deferral / active EE | $2,637 | $1,510+74.6% | $2,778-5.1% | $3,358-21.5% |
| Admin fee / account holder | $2,447 | $1,690+44.8% | $4,260-42.6% | $3,203-23.6% |