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 | $116,062 | $47,479+144.4% | $62,929+84.4% | $82,448+40.8% |
| Participation rate | 51.2% | 66.9%-15.6pp | 73.1%-21.9pp | 68.1%-16.8pp |
| Annual return | 14.14% | 20.34%-6.2pp | 1063.93%-1049.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,570 | $1,885-16.7% | $2,505-37.3% | $2,551-38.5% |
| Participant deferral / active EE | $4,289 | $2,870+49.4% | $3,888+10.3% | $4,139+3.6% |
| Admin fee / account holder | $8,706 | $3,804+128.9% | $5,065+71.9% | $7,234+20.3% |