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 5-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 | $96,917 | $67,894+42.7% | $89,340+8.5% | $82,448+17.5% |
| Participation rate | 63.5% | 64.0%-0.6pp | 69.6%-6.1pp | 68.1%-4.6pp |
| Annual return | 14.62% | 19.21%-4.6pp | 20.57%-6.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,969 | $1,828+117.2% | $2,231+77.9% | $2,551+55.6% |
| Participant deferral / active EE | $4,607 | $3,072+49.9% | $3,823+20.5% | $4,139+11.3% |
| Admin fee / account holder | $4,234 | $5,723-26.0% | $6,704-36.8% | $7,234-41.5% |