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 | $51,718 | $76,407-32.3% | $150,298-65.6% | $82,448-37.3% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 17.73% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,691 | $2,614-35.3% | $4,154-59.3% | $2,551-33.7% |
| Participant deferral / active EE | $5,686 | $3,214+76.9% | $5,453+4.3% | $4,139+37.4% |
| Admin fee / account holder | $2,681 | $6,352-57.8% | $14,116-81.0% | $7,234-62.9% |