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 | $77,206 | $71,057+8.7% | $93,654-17.6% | $80,874-4.5% |
| Participation rate | 64.2% | 60.4%+3.8pp | 68.7%-4.5pp | 67.6%-3.5pp |
| Annual return | 13.76% | 11.26%+2.5pp | 133.34%-119.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,623 | $1,564+3.8% | $2,421-33.0% | $2,756-41.1% |
| Participant deferral / active EE | $3,454 | $4,034-14.4% | $4,413-21.7% | $4,297-19.6% |
| Admin fee / account holder | $9,433 | $6,944+35.8% | $8,282+13.9% | $6,935+36.0% |