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 | $90,742 | $95,453-4.9% | $112,040-19.0% | $82,448+10.1% |
| Participation rate | 58.3% | 72.8%-14.4pp | 76.5%-18.2pp | 68.1%-9.7pp |
| Annual return | 13.24% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,450 | $2,318-37.4% | $2,954-50.9% | $2,551-43.2% |
| Participant deferral / active EE | $2,846 | $4,224-32.6% | $5,098-44.2% | $4,139-31.2% |
| Admin fee / account holder | $20,923 | $9,013+132.1% | $12,098+72.9% | $7,234+189.2% |