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 | $83,012 | $138,385-40.0% | $184,200-54.9% | $80,874+2.6% |
| Participation rate | 69.8% | 83.9%-14.1pp | 86.8%-17.1pp | 67.6%+2.1pp |
| Annual return | 16.30% | 20.02%-3.7pp | 28.80%-12.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $2,839 | $4,849-41.4% | $6,424-55.8% | $2,756+3.0% |
| Participant deferral / active EE | $5,909 | $7,073-16.5% | $9,132-35.3% | $4,297+37.5% |
| Admin fee / account holder | $1,092 | $10,483-89.6% | $13,907-92.1% | $6,935-84.3% |