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 | $93,873 | $77,164+21.7% | $178,014-47.3% | $80,874+16.1% |
| Participation rate | 68.6% | 65.7%+2.9pp | 77.1%-8.5pp | 67.6%+1.0pp |
| Annual return | 21.00% | 18.09%+2.9pp | 294.80%-273.8pp | 35.62%-14.6pp |
| Employer contribution / active EE | $1,947 | $2,288-14.9% | $3,950-50.7% | $2,756-29.3% |
| Participant deferral / active EE | $5,374 | $4,408+21.9% | $6,276-14.4% | $4,297+25.1% |
| Admin fee / account holder | $2,575 | $7,164-64.1% | $10,362-75.1% | $6,935-62.9% |