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 9-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 | $68,964 | $156,318-55.9% | $145,433-52.6% | - |
| Participation rate | 62.6% | 68.6%-6.0pp | 82.1%-19.5pp | - |
| Annual return | 21.20% | 26.27%-5.1pp | 66.58%-45.4pp | - |
| Employer contribution / active EE | $3,623 | $3,387+7.0% | $4,554-20.4% | - |
| Participant deferral / active EE | $7,454 | $6,196+20.3% | $7,897-5.6% | - |
| Admin fee / account holder | $8,535 | $8,746-2.4% | $13,129-35.0% | - |