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 | $121,146 | $161,352-24.9% | $134,172-9.7% | $137,256-11.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 9.91% | 28.72%-18.8pp | 25.30%-15.4pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,576 | $4,099-37.1% | $3,420-24.7% | $4,156-38.0% |
| Participant deferral / active EE | $4,429 | $5,552-20.2% | $4,690-5.6% | $6,407-30.9% |
| Admin fee / account holder | $23,215 | $15,028+54.5% | $12,016+93.2% | $12,270+89.2% |