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 | $187,881 | $51,638+263.8% | $68,368+174.8% | $82,448+127.9% |
| Participation rate | 65.6% | 63.6%+2.0pp | 73.8%-8.1pp | 68.1%-2.4pp |
| Annual return | 14.59% | 37.53%-22.9pp | 292.57%-278.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $812 | $2,047-60.3% | $2,649-69.4% | $2,551-68.2% |
| Participant deferral / active EE | $5,044 | $2,914+73.1% | $4,123+22.3% | $4,139+21.9% |
| Admin fee / account holder | $13,704 | $4,643+195.1% | $5,150+166.1% | $7,234+89.4% |