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 | $136,934 | $150,197-8.8% | $120,368+13.8% | $145,959-6.2% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 11.42% | 154.26%-142.8pp | 107.26%-95.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,024 | $4,350-76.5% | $3,465-70.4% | $4,661-78.0% |
| Participant deferral / active EE | $1,919 | $6,174-68.9% | $4,991-61.6% | $6,689-71.3% |
| Admin fee / account holder | $6,887 | $12,216-43.6% | $9,429-27.0% | $13,398-48.6% |