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 | $106,594 | $73,787+44.5% | $98,716+8.0% | $82,448+29.3% |
| Participation rate | 58.2% | 61.4%-3.2pp | 69.3%-11.1pp | 68.1%-9.8pp |
| Annual return | 13.92% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $3,216 | $1,511+112.8% | $2,279+41.1% | $2,551+26.1% |
| Participant deferral / active EE | $5,878 | $3,081+90.8% | $4,048+45.2% | $4,139+42.0% |
| Admin fee / account holder | $2,911 | $6,500-55.2% | $8,703-66.5% | $7,234-59.8% |