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 | $141,247 | $106,749+32.3% | $145,433-2.9% | $82,448+71.3% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 15.73% | 27.59%-11.9pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,927 | $3,444+14.0% | $4,554-13.8% | $2,551+53.9% |
| Participant deferral / active EE | $8,199 | $6,519+25.8% | $7,897+3.8% | $4,139+98.1% |
| Admin fee / account holder | $41,138 | $8,390+390.3% | $13,129+213.3% | $7,234+468.7% |