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 | $93,289 | $95,453-2.3% | $112,040-16.7% | $82,448+13.1% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.5%-10.3pp | 68.1%-1.9pp |
| Annual return | 16.29% | 23.92%-7.6pp | 24.52%-8.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,206 | $2,318-4.8% | $2,954-25.3% | $2,551-13.5% |
| Participant deferral / active EE | $5,997 | $4,224+42.0% | $5,098+17.6% | $4,139+44.9% |
| Admin fee / account holder | $20,431 | $9,013+126.7% | $12,098+68.9% | $7,234+182.4% |