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 | $80,562 | $132,634-39.3% | $115,768-30.4% | $137,256-41.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 11.67% | 160.70%-149.0pp | 100.46%-88.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,412 | $3,360-58.0% | $2,940-52.0% | $4,156-66.0% |
| Participant deferral / active EE | $4,360 | $5,619-22.4% | $4,917-11.3% | $6,407-32.0% |
| Admin fee / account holder | $9,112 | $15,028-39.4% | $12,439-26.8% | $12,270-25.7% |