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 | $82,322 | $172,111-52.2% | $150,298-45.2% | $137,256-40.0% |
| Participation rate | 47.6% | 81.7%-34.1pp | 77.8%-30.1pp | 80.0%-32.3pp |
| Annual return | 18.92% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,438 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $5,753 | $6,166-6.7% | $5,453+5.5% | $6,407-10.2% |
| Admin fee / account holder | $51,958 | $16,471+215.5% | $14,116+268.1% | $12,270+323.5% |