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 | $126,316 | $154,228-18.1% | $145,433-13.1% | $137,256-8.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 12.89% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,896 | $8,216-52.6% | $7,897-50.7% | $6,407-39.2% |
| Admin fee / account holder | $3,286 | $14,344-77.1% | $13,129-75.0% | $12,270-73.2% |