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 | $35,168 | $88,672-60.3% | $105,223-66.6% | $82,448-57.3% |
| Participation rate | 67.7% | 67.9%-0.2pp | 75.0%-7.3pp | 68.1%-0.3pp |
| Annual return | 17.30% | 30.86%-13.6pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,957 | $3,048-35.8% | $3,689-46.9% | $2,551-23.3% |
| Participant deferral / active EE | $3,806 | $4,036-5.7% | $5,072-24.9% | $4,139-8.0% |
| Admin fee / account holder | $5,327 | $7,146-25.4% | $8,859-39.9% | $7,234-26.4% |