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 9-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 | $74,559 | $67,894+9.8% | $89,340-16.5% | $82,448-9.6% |
| Participation rate | 54.1% | 64.0%-10.0pp | 69.6%-15.5pp | 68.1%-14.0pp |
| Annual return | 16.34% | 19.21%-2.9pp | 20.57%-4.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,331 | $1,828+27.5% | $2,231+4.5% | $2,551-8.6% |
| Participant deferral / active EE | $5,117 | $3,072+66.6% | $3,823+33.9% | $4,139+23.6% |
| Admin fee / account holder | $9,557 | $5,723+67.0% | $6,704+42.6% | $7,234+32.1% |