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 | $127,008 | $81,233+56.3% | $155,567-18.4% | $80,874+57.0% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.6%-3.1pp |
| Annual return | 13.04% | 33.33%-20.3pp | 64.74%-51.7pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,987 | $3,101-35.9% | $4,674-57.5% | $2,756-27.9% |
| Participant deferral / active EE | $4,914 | $3,452+42.4% | $5,628-12.7% | $4,297+14.4% |
| Admin fee / account holder | $2,153 | $7,998-73.1% | $15,916-86.5% | $6,935-69.0% |