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 | $207,251 | $108,825+90.4% | $156,181+32.7% | $82,448+151.4% |
| Participation rate | 53.1% | 72.4%-19.2pp | 78.8%-25.7pp | 68.1%-14.9pp |
| Annual return | 18.76% | 20.59%-1.8pp | 64.87%-46.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $2,713 | $2,870-5.4% | $4,294-36.8% | $2,551+6.4% |
| Participant deferral / active EE | $6,108 | $4,577+33.4% | $6,132-0.4% | $4,139+47.6% |
| Admin fee / account holder | $6,597 | $9,341-29.4% | $14,586-54.8% | $7,234-8.8% |