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 | $94,217 | $112,729-16.4% | $98,716-4.6% | $137,256-31.4% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.3%-47.1pp | 80.0%-57.7pp |
| Annual return | 18.22% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $848 | $2,725-68.9% | $2,279-62.8% | $4,156-79.6% |
| Participant deferral / active EE | $3,221 | $4,640-30.6% | $4,048-20.4% | $6,407-49.7% |
| Admin fee / account holder | $15,730 | $10,129+55.3% | $8,703+80.7% | $12,270+28.2% |