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 | $176,192 | $154,228+14.2% | $145,433+21.2% | $137,256+28.4% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 15.59% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,593 | $4,804-46.0% | $4,554-43.1% | $4,156-37.6% |
| Participant deferral / active EE | $5,677 | $8,216-30.9% | $7,897-28.1% | $6,407-11.4% |
| Admin fee / account holder | $1,631 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |