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 | $87,139 | $124,425-30.0% | $112,040-22.2% | $137,256-36.5% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 11.50% | 24.72%-13.2pp | 24.52%-13.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,234 | $3,411-34.5% | $2,954-24.4% | $4,156-46.3% |
| Participant deferral / active EE | $4,745 | $5,718-17.0% | $5,098-6.9% | $6,407-25.9% |
| Admin fee / account holder | $780 | $15,207-94.9% | $12,098-93.6% | $12,270-93.6% |