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 | $81,511 | $165,584-50.8% | $142,942-43.0% | $137,256-40.6% |
| Participation rate | 69.6% | 80.1%-10.5pp | 76.8%-7.3pp | 80.0%-10.4pp |
| Annual return | 13.46% | 164.22%-150.8pp | 113.70%-100.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,527 | $4,725-67.7% | $4,139-63.1% | $4,156-63.3% |
| Participant deferral / active EE | $11,575 | $8,194+41.3% | $7,128+62.4% | $6,407+80.7% |
| Admin fee / account holder | $7,501 | $16,167-53.6% | $12,475-39.9% | $12,270-38.9% |