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 | $79,994 | $94,031-14.9% | $115,768-30.9% | $82,448-3.0% |
| Participation rate | 65.8% | 70.4%-4.6pp | 74.4%-8.6pp | 68.1%-2.3pp |
| Annual return | 13.90% | 20.61%-6.7pp | 100.46%-86.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,536 | $2,323-33.9% | $2,940-47.7% | $2,551-39.8% |
| Participant deferral / active EE | $2,311 | $3,972-41.8% | $4,917-53.0% | $4,139-44.2% |
| Admin fee / account holder | $11,506 | $10,249+12.3% | $12,439-7.5% | $7,234+59.0% |