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 | $97,427 | $108,825-10.5% | $156,181-37.6% | $82,448+18.2% |
| Participation rate | 64.0% | 72.4%-8.4pp | 78.8%-14.8pp | 68.1%-4.1pp |
| Annual return | 16.32% | 20.59%-4.3pp | 64.87%-48.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,642 | $2,870-42.8% | $4,294-61.8% | $2,551-35.6% |
| Participant deferral / active EE | $6,568 | $4,577+43.5% | $6,132+7.1% | $4,139+58.7% |
| Admin fee / account holder | $6,364 | $9,341-31.9% | $14,586-56.4% | $7,234-12.0% |