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 | $118,225 | $106,749+10.8% | $145,433-18.7% | $82,448+43.4% |
| Participation rate | 67.4% | 75.6%-8.2pp | 82.1%-14.7pp | 68.1%-0.6pp |
| Annual return | 14.98% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,245 | $3,444-63.8% | $4,554-72.7% | $2,551-51.2% |
| Participant deferral / active EE | $3,184 | $6,519-51.2% | $7,897-59.7% | $4,139-23.1% |
| Admin fee / account holder | $2,895 | $8,390-65.5% | $13,129-77.9% | $7,234-60.0% |