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 | $50,328 | $56,060-10.2% | $76,002-33.8% | $80,874-37.8% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 11.01% | 20.54%-9.5pp | 360.07%-349.1pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,972 | $1,873+5.3% | $2,688-26.6% | $2,756-28.4% |
| Participant deferral / active EE | $5,152 | $3,051+68.8% | $4,257+21.0% | $4,297+19.9% |
| Admin fee / account holder | $18,318 | $5,237+249.8% | $6,414+185.6% | $6,935+164.1% |