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 | $138,764 | $77,523+79.0% | $100,383+38.2% | $80,874+71.6% |
| Participation rate | 64.0% | 77.0%-13.0pp | 81.5%-17.5pp | 67.6%-3.6pp |
| Annual return | 25.12% | 37.21%-12.1pp | 49.26%-24.1pp | 35.62%-10.5pp |
| Employer contribution / active EE | $2,366 | $2,801-15.5% | $3,944-40.0% | $2,756-14.1% |
| Participant deferral / active EE | $6,292 | $6,822-7.8% | $8,086-22.2% | $4,297+46.4% |
| Admin fee / account holder | $4,052 | $5,899-31.3% | $7,900-48.7% | $6,935-41.6% |